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 04/20   The money tabooBehaviour 
 04/18   The Stingy News Weekly: April 19, 2015SNW 
 04/19   Ben Graham Centre conference slidesValue Investing 
 04/17   Take heart, value investorsValue Investing 
 04/17   Apple Watch delays findependenceStingy Investing 
 04/12   The Stingy News Weekly: April 12, 2015SNW 
 04/12   Rock stars of value investingStingy Investing 


Most Recent Stingy News

The money taboo
04/20/15 1:26 PM ESTBehaviour
"Knowledge was power, and knowing how much things cost would lead to movement among the social classes"
More Behaviour: Why are you working?
Eating better

The Stingy News Weekly: April 19, 2015
04/18/15 12:08 PM ESTSNW
I'm pleased to present our free letter for the week ended April 18, 2015. This week we have Apple, value, and more.
More SNW: The Stingy News Weekly: April 12, 2015
The Stingy News Weekly: April 4, 2015

Ben Graham Centre conference slides
04/19/15 10:42 AM ESTValue Investing
The slides used at least week's value investing conference are now available.
More Value Investing: Take heart, value investors
Joel Greenblatt speaks with Howard Marks

Take heart, value investors
04/17/15 11:32 PM ESTValue Investing
"These are tough times for bargain-hunting investors. Ever since the financial crisis, most value-oriented portfolios of stocks have lagged the broad market, and for fairly obvious reasons. When central banks are injecting massive amounts of money into the economy, and holding interest rates at record lows, investors have no great reason to be choosy about which companies to buy. The entire market is headed up."
More Value Investing: Joel Greenblatt speaks with Howard Marks
How to combine value and momentum

Apple Watch delays findependence
04/17/15 11:30 PM ESTStingy Investing
"Given the current prices - and in my view limited usefulness - of the Apple Watch, I couldn't help but wonder how many days of financial independence, or as Chevreau refers to it 'findependence,' a young person would have to give up to buy one."
More Stingy Investing: Rock stars of value investing
Dogs ready for a rebound

The Stingy News Weekly: April 12, 2015
04/12/15 6:46 PM ESTSNW
I'm pleased to present our free letter for the week ended April 12, 2015. This week we have Buffett, Marks, Greenblatt, value, and more.
More SNW: The Stingy News Weekly: April 4, 2015
The Stingy News Weekly: March 28, 2015

Rock stars of value investing
04/12/15 6:37 PM ESTStingy Investing
"When Mr. Watsa takes centre stage on Thursday to opine about his company and the markets more generally, it will be interesting to get a measure of his bearishness."
More Stingy Investing: Dogs ready for a rebound
Value picks from Francis Chou

Joel Greenblatt speaks with Howard Marks
04/12/15 3:28 PM ESTValue Investing
"Joel Greenblatt Managing Partner and Co-CIO of Gotham Asset Management speaks with Howard Marks Chairman, Oaktree Capital Management L.P." [video]
More Value Investing: How to combine value and momentum
Howard Marks talks at Google

Why are you working?
04/11/15 8:55 PM ESTBehaviour
"If you are like us, you often find yourself working on weekends and are criticized by somebody (your spouse, a friend, a colleague) who thinks there is something inherently wrong in spending some time over the weekend on work-related activities. Do they have a point?"
More Behaviour: Eating better
Why Are Resolutions So Hard To Follow?

Benjamin Graham and index funds
04/11/15 8:32 PM ESTGraham
"Benjamin Graham also believed in index funds, as his own statements show."
More Graham: Net Nets in London
12 things I've learned from Graham

Ivey students meet Buffett
04/11/15 8:24 PM ESTBuffett
"One thing that Sam Walton and Mrs. B had in common is they had passion for the business. It isn't about the money, at all. It was about winning. Passion counts enormously; you have to really be doing it because you love the results, rather than the money. When we buy businesses, we are looking for people that will not lose an ounce of passion for the business even after their business is sold. And getting in bed with people like that is what it's all about."
More Buffett: Buffett can't find cheap stocks to buy
Kraft-Heinz

The Stingy News Weekly: April 4, 2015
04/04/15 8:10 PM ESTSNW
I'm pleased to present our free letter for the week ended April 4, 2015. This week we have Buffett, Chou, Marks, value, momentum, repurchases and more.
More SNW: The Stingy News Weekly: March 28, 2015
The Stingy News Weekly: March 22, 2015

Buffett can't find cheap stocks to buy
04/04/15 7:43 PM ESTBuffett
"Legendary investor Warren Buffett is not ready to say stocks are in bubble territory, but he also thinks there are 'very few' cheap stocks out there."
More Buffett: Kraft-Heinz
Berkshire's 2014 Letter

How to combine value and momentum
04/04/15 7:28 PM ESTValue Investing
"The evidence suggests that we keep highly active exposures to value and momentum in their purest forms (assuming we are doing high-conviction non-watered down versions of the anomalies). Blending the strategy dilutes the benefit of value and momentum portfolios."
More Value Investing: Howard Marks talks at Google
The power of share repurchases

Howard Marks talks at Google
04/04/15 7:25 PM ESTValue Investing
Howard Marks talks about investing with people at Google. [video]
More Value Investing: The power of share repurchases
Mohnish Pabrai and Guy Spier

How I was almost suckered into a pyramid scheme
04/04/15 7:22 PM ESTCrime
"This got me thinking. What makes people like this so effective? How is it that smart people routinely lose their life savings to hucksters? How can we identify their strategies in advance so that we don't fall into these traps? While I don't have all the answers, the presenter at this event used many classic emotional-manipulation techniques discussed by Robert Cialdini in his book, Influence"
More Crime: No, that's not the IRS calling. Just hang up.
Ways investors can avoid being duped

The power of share repurchases
04/04/15 7:19 PM ESTValue Investing
"Each incremental refinement to investing in the U.S. large cap stocks has led to significant improvement in returns. After controlling for nefarious or misguided motivations, a strategy based on both dividends and buybacks has delivered outsized returns since 1982. Further qualifying the strategy by insisting on attractive valuations and high quality earnings creates a strategy that has been formidable in what arguably should be the most efficient area of the global stock market."
More Value Investing: Mohnish Pabrai and Guy Spier
Third Avenue Funds letter

How Chicago used financial engineering
04/04/15 7:13 PM ESTGovernment
"Unsurprisingly, some of Chicago's bonds are already trading at junk levels. That said, the rating agencies and most other market participants still appear to be light years away from understanding the true scope of Chicago's financial problems. The city has a very - well, let's just call it unconventional - approach to borrowing money and probably should not be considered investment grade."
More Government: Red tape is strangling good samaritans
John Oliver: The Lottery

Dogs ready for a rebound
04/04/15 7:10 PM ESTStingy Investing
"Long-term reversal is just the sort of momentum effect that value investors love. After all, if a company can resolve the troubles that sent it tumbling in the first place, its stock may bounce back to its former highs."
More Stingy Investing: Value picks from Francis Chou
How fees, taxes, and inflation impact returns

Value picks from Francis Chou
04/04/15 7:07 PM ESTStingy Investing
"He says, in part, 'In 1981, I felt the economic conditions were such that you were set up for a huge success. You just needed the courage to load up the truck and buy everything in sight. By contrast current conditions make me feel that investors are being set up for a heartbreaking disappointment, especially for the unwary.'"
More Stingy Investing: How fees, taxes, and inflation impact returns
Consistently beating the market is overrated

The Stingy News Weekly: March 28, 2015
03/28/15 8:42 PM ESTSNW
I'm pleased to present our free letter for the week ended March 28, 2015. This week we have Munger, Chou, Pabrai, Spier, and more.
More SNW: The Stingy News Weekly: March 22, 2015
The Stingy News Weekly: March 15, 2015

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2015: New Picks
2014: Up 6.9%
2013: Up 37.8%
2012: Up 10.9%
2011: Down 16.1%
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2009: Up 64.5%
2008: Down 40.1%
2007: Down 5.5%
2006: Up 28.9%
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2003: Up 33.8%
2002: Down 1.9%

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2014: Up 2.3%
2013: Up 55.0%
2012: Up 13.4%
2011: Down 4.2%
2010: Up 19.7%
2009: Up 41.0%
2008: Down 32.9%
2007: Up 16.2%
2006: Up 37.6%
2005: Up 57.6%

Defensive Graham Stocks

2015: New Picks
2014: Up 5.1%
2013: Up 19.0%
2012: Up 26.6%
2011: Up 4.1%
2010: Up 2.3%
2009: Up 2.2%
2008: Down 6.5%
2007: Up 34.4%
2006: Down 3.8%
2005: Up 46.6%
2004: Up 32.2%
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2002: Up 28.2%
2001: Up 20.2%

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Stingy Investing

Apple Watch delays findependence
Rock stars of value investing
Dogs ready for a rebound
Value picks from Francis Chou
How fees, taxes, and inflation impact returns
More ...

Value Investing

Ben Graham Centre conference slides
Take heart, value investors
Rock stars of value investing
Joel Greenblatt speaks with Howard Marks
How to combine value and momentum
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Academia

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Days to cover and stock returns
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Institutional investors and stock return anomalies
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Buffett

Ivey students meet Buffett
Buffett can't find cheap stocks to buy
Kraft-Heinz
Learn from Buffett
Berkshire's 2014 Letter
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Stocks

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Y So Cheap?
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The Stingy News Weekly: March 28, 2015
The Stingy News Weekly: March 22, 2015
The Stingy News Weekly: March 15, 2015
The Stingy News Weekly: March 7, 2015
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Behaviour

Why are you working?
Eating better
The education of a value investor
Why Are Resolutions So Hard To Follow?
Behavioral portfolio management
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Rock stars of value investing
Dogs ready for a rebound
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Consistently beating the market is overrated
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3 Graham Stocks for 2015
A good strategy should last a lifetime
Hunting for value in the stock market
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