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 02/28   The Stingy News Weekly: February 28, 2021 
 02/28   Drew Dickson on European behavioral investing 
 02/28   Financial bubbles of historic proportions 
 02/28   Time-varying media coverage and stock returns 
 02/28   Charlie Munger AGM 
 02/28   Where things stand in Canadian dividend land 
 02/27   Warren Buffett's 2020 letter 
 02/21   The Stingy News Weekly: February 21, 2021 


Most Recent Stingy News

The Stingy News Weekly: February 28, 2021
02/28/21 10:19 AM ESTSNW
This week we have Buffett, Munger, Grant, Dickson, and more.
More SNW: The Stingy News Weekly: February 21, 2021
The Stingy News Weekly: February 14, 2021

Drew Dickson on European behavioral investing
02/28/21 10:07 AM ESTMarkets
"Mr Dickson holds an MBA from the University of Chicago Booth School of Business, where he was a research assistant for behavioural economist Richard Thaler" [video]
More Markets: Financial bubbles of historic proportions
How to buy a business

Financial bubbles of historic proportions
02/28/21 9:57 AM ESTMarkets
"James Grant on bubbles and bitcion" [video]
More Markets: How to buy a business
Inflation beating asset classes

Time-varying media coverage and stock returns
02/28/21 9:20 AM ESTMedia
"This excess return cannot be explained by mainstream risk factors and has an annualized alpha around 12%. Although this excess return is robust among more firms that are out of the scope of news data, it is bound to a short time horizon."
More Media: Ads move online
Microtargeted ads don't work

Charlie Munger AGM
02/28/21 9:17 AM ESTMunger
"Charlie Munger, Vice Chairman of Berkshire Hathaway, speaks at the Daily Journal Annual Meeting." [video]
More Munger: Charlie Munger interview
Charlie Munger talks

Where things stand in Canadian dividend land
02/28/21 9:15 AM ESTStingy Investing
"The long-term results dramatically favour the high-yield portfolio, which climbed by an average of 13.5 per cent from the start of 1977 through to the end of 2020. The market portfolio gained an average of 10.1 per cent annually over the same period while the low-yield portfolio fared nearly as well with a 9.8-per-cent annual gain." [$]
More Stingy Investing: Chou follows Buffett and Watsa
Book value bargains in the TSX

Warren Buffett's 2020 letter
02/27/21 8:56 AM ESTBuffett
"In 1958, Phil Fisher wrote a superb book on investing. In it, he analogized running a public company to managing a restaurant. If you are seeking diners, he said, you can attract a clientele and prosper featuring either hamburgers served with a Coke or a French cuisine accompanied by exotic wines. But you must not, Fisher warned,capriciously switch from one to the other: Your message to potential customers must be consistent with what they will find upon entering your premises."
More Buffett: Why Buffett bought Japanese stocks
When Buffett was a quant

The Stingy News Weekly: February 21, 2021
02/21/21 8:33 PM ESTSNW
This week we have inflation, timing, value, index funds, and more.
More SNW: The Stingy News Weekly: February 14, 2021
The Stingy News Weekly: February 7, 2021

Canada should go 1 dose
02/21/21 10:27 AM ESTHealth
"The Covid-19 vaccine developed by Pfizer Inc. and BioNTech SE generates robust immunity after one dose and can be stored in ordinary freezers instead of at ultracold temperatures, according to new research and data released by the companies."
More Health: Undercover surveillance by insurers
Good news on vitamin D

UK value is extremely promising
02/20/21 3:03 PM ESTValue Investing
"While we still like our last named trade of the decade, emerging markets value stocks, the UK equity market, and UK value stocks in particular, are now even cheaper."
More Value Investing: Tiny titans strategy
Q3 2020 GMO letter

Dangerously timeful
02/20/21 2:38 PM ESTBehaviour
"Accidentally adhering to timeful advice is outsourcing a certain part of your life strategy to recent history. But when you outsource decisions that change your life trajectory, do you want to bet the house on the wisdom of yesteryear?"
More Behaviour: Just take the money
You can't deplete your willpower

How to buy a business
02/20/21 2:15 PM ESTMarkets
"Most small companies are complete disasters that are held together with bailing wire and duct tape by the owner who works 60-80 hour weeks and knows the business inside-out. If it looks too good to be true, it probably is. Find the catch."
More Markets: Inflation beating asset classes
A short history of U.S. corrections

Inflation beating asset classes
02/20/21 2:13 PM ESTMarkets
"Some asset classes, such as equities, which many believe to be good at hedging inflation, actually provide poor inflation hedging characteristics but strong returns above inflation over the longer term" [large]
More Markets: A short history of U.S. corrections
The defining trait of bubbles

One-click portfolios
02/20/21 2:10 PM ESTIndexing
"I mention all of this to provide some context for a discussion of TD's new trio of One-Click ETF Portfolios. Like other asset allocation ETFs, they offer investors an opportunity to build a globally diversified portfolio at low cost (the management fee is 0.25%) with a single product. But a close look reveals they're far more active than their counterparts from Vanguard, iShares and BMO."
More Indexing: ETF pairs for tax-loss selling
Look under the hood

The Stingy News Weekly: February 14, 2021
02/14/21 8:32 PM ESTSNW
This week we have Buffett, Watsa, Chou, emerging markets, inflation, crashes, and more.
More SNW: The Stingy News Weekly: February 7, 2021
The Stingy News Weekly: January 30, 2021

A short history of U.S. corrections
02/14/21 8:19 PM ESTMarkets
"The longest the stock market has gone without a double-digit correction since 1950 is 7 years from 1990-1997. Then from 2002-2007 there was a four-and-half-year drought with no corrections. This may surprise some people, but the third-longest streak of no market corrections over the past 70 years or so was the four years from late 2011 through late-2015."
More Markets: The defining trait of bubbles
Grantham and the next crash

The defining trait of bubbles
02/14/21 8:00 PM ESTMarkets
Figuring out the greatest bubble in history is like asking someone who their favorite child is. I go back and forth between the South Sea Bubble and 1980s Japan."
More Markets: Grantham and the next crash
Shorting stocks

The great forgetting
02/14/21 7:40 PM ESTWorld
"Perhaps the most firmly established proposition in late 20th century macroeconomics is that the Great Inflation of 1966-81 was caused by central banks printing too much money. If that proposition is wrong, then I might just as well give up. Everything else I believe about macro hinges on that being true. If the Great Inflation wasn't caused by too much money, then what can macroeconomics tell us about the world?"
More World: Emerging markets crisis investing
Stagnating growth

Emerging markets crisis investing
02/14/21 7:34 PM ESTWorld
"Verdadcap's 55-page study of emerging market crises." [Book]
More World: Stagnating growth
Children can't live here anymore

Variable percentage withdrawal critique
02/14/21 7:29 PM ESTRetirement
"The main assumptions behind the VPW tables are that you'll live to 100, stocks will beat inflation by 5%, and bonds will beat inflation by 1.9%. These figures are average global returns from 1900 to 2018 taken from the 2019 Credit Suisse Global Investment Returns Yearbook."
More Retirement: CPP at 60
CPP timing

Undercover surveillance by insurers
02/14/21 7:27 PM ESTHealth
"Both public and private insurers say they use this kind of surveillance to try to prove fraud. But lawyer John McKinnon from the Injured Workers Community Legal Clinic, says it's more often used to intimidate injured people into dropping their claims or dissuading others from making claims at all."
More Health: Good news on vitamin D
Risks of 14 summer activities

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Bundle up to escape visible volatility
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