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 03/18   The Stingy News Weekly: March 18, 2019 
 03/18   The good, the bad, and the ugly of value investing 
 03/18   Guy Gottfried talks at Ivey 
 03/18   Most Amazon brands are duds 
 03/18   Getting high on their own supply 
 03/18   DSCs should be banned 
 03/18   Seventy over seventy 


Most Recent Stingy News

The Stingy News Weekly: March 18, 2019
03/18/19 :6:46 PM ESTSNW
This week we have the good, the bad, and the ugly of value investing, and more.
More SNW: The Stingy News Weekly: March 12, 2019
The Stingy News Weekly: March 4, 2019

The good, the bad, and the ugly of value investing
03/18/19 6:24 PM ESTStingy Investing
"The simple low-P/E method generated good long-term returns. But I doubt many investors would have been able to stick with it through its bad and ugly periods." [$]
More Stingy Investing: Investing at a market peak
Trying to time the market

Guy Gottfried talks at Ivey
03/18/19 6:22 PM ESTValue Investing
"Guy Gottfried talks to Dr. George's class" [video]
More Value Investing: Growth at a reasonable price works
Guy Gottfried at Ivey

Most Amazon brands are duds
03/18/19 6:20 PM ESTStocks
"Turns out most Amazon-branded goods are flops that don't threaten other businesses at all, according to Marketplace Pulse."
More Stocks: Getting high on their own supply
Absolute joy and relative misery

Getting high on their own supply
03/18/19 4:52 PM ESTStocks
"The industry will surely grow on a macro level, but whether the stocks are investable is a different story. Incorporating even the most optimistic assumptions about future growth, the industry is trading at nosebleed valuations. The total market cap of all marijuana stocks in the US and Canada is about $50 billion, despite sales of only $580 million. That translates to a price/sales multiple of 85x."
More Stocks: Absolute joy and relative misery
Auto parts retailers hit the skids

DSCs should be banned
03/18/19 4:47 PM ESTHallett
"The financial advisory industry needs to think about what being a client is like, and remember the adage: 'Take care of clients and they will take care of you.'"
More Hallett: Send your wealth up in smoke
Active vs. index investing

Seventy over seventy
03/18/19 4:46 PM ESTKahn
"One of the things that's great about the investment business is that there are people who stay active and sharp into their eighties and nineties. Buffett and Munger, the archetypes of the category, will once again be on stage in a packed arena come May."
More Kahn: A pioneer of the investment industry
How to play the market

The Stingy News Weekly: March 12, 2019
03/12/19 8:23 PM ESTSNW
This week we have GARP, taxes, downside, information abundance, and more.
More SNW: The Stingy News Weekly: March 4, 2019
The Stingy News Weekly: February 25, 2019

What is the heck is going on
03/11/19 11:57 PM ESTWorld
"The striking parallels between commerce, education, and politics isn't a coincidence. In fact, it's inevitable. In the past decade, the information environment has inverted from information scarcity to information abundance, and the effects are evident in every corner of society."
More World: Bill Gates on Energy
What else matters

How hedge funds get rich
03/11/19 11:56 PM ESTFunds
"However, what if I told you that in less than 20 years the hedge fund would have more money than you (regardless of the size of your initial investment)."
More Funds: Mawer on sale
Lessons from Peter Lynch

A leader in tax compliance
03/11/19 11:55 PM ESTTaxes
"Then there's Greece, where economists have struggled to even calculate a VCR. According to the International Monetary Fund, more than half of Greek households pay zero income tax. Indeed, tax evasion is practically a national sport. Take the swimming-pool trick. After the 2008 recession, the government placed a luxury tax on private pools. When only 324 residents in the ritzy suburbs of Athens admitted to having one, tax collectors knew they were being swindled - but didn't know how badly until Google Earth photos revealed the real pool count: 16,974. It's now common to conceal chlorinated assets with floating tiles, army nets, and pool interiors painted to mimic grass."
More Taxes: Tax reform
Bad economics

Building a trading wall
03/11/19 11:36 PM ESTFun
"Look, obviously the move here is to build the hotel, no? Why shouldn't Aurora have a 40-story hotel in the middle of a field? With no windows? And made out of lead? Then just put your tower on the other side of it. Building your own tower is good, sure, but again you can get most of the same benefits just by blocking theirs."
More Fun: 52 things I learned in 2018
Weird Al: Mission Statement

Growth at a reasonable price works
03/11/19 11:13 PM ESTValue Investing
"Our results suggest a GARP approach can generate enviable results, although how enviable depends on the observation period. Perhaps the strategy's key benefit is forcing investors to adopt a systematic framework so they can allocate to exciting growth stories - the rising Amazons - albeit only when they are trading at reasonable valuations."
More Value Investing: Guy Gottfried at Ivey
The dirty little secret of value funds

Pure downside
03/11/19 11:02 PM ESTBehaviour
"A miserable event with no offset, no silver lining, is when the economy stalls and asset prices fall, and because the economy stalls you lose your job, and because you lose your job you have to sell assets at low prices, all because you didn't have enough cash."
More Behaviour: Too risky
Where big leaps live

Guy Gottfried at Ivey
03/11/19 10:50 PM ESTValue Investing
"Ivey Business School's Value Investing Program of 2019 welcomed Guy Gottfried as a Guest Speaker." [video]
More Value Investing: The dirty little secret of value funds
Why most active managers fail

The Stingy News Weekly: March 4, 2019
03/04/19 8:14 PM ESTSNW
This week we have a blockbuster study from Dan Rasmussen, and more.
More SNW: The Stingy News Weekly: February 25, 2019
The Stingy News Weekly: February 20, 2019

The private debt crisis
03/04/19 8:03 PM ESTDebt
"One of the key and largely overlooked reasons for this disappointing growth is hiding in plain sight: the increasing global burden of private debt - the combination of business debt and household debt. Even though government debt grabs all the headlines, private debt is larger than government debt and has more impact on economic outcomes."
More Debt: Staggering share of Canadians fear bankruptcy
World leaders in debt

Superstar economy lacks superstars
03/04/19 7:58 PM ESTEconomy
"Imagine that in the 1960s you were to double the productivity of GM - that would clearly have a huge impact on the economy. If you were to double the productivity of Facebook overnight, it wouldn't even move the needle. Nothing would happen. You would get slightly better targeted ads, but zero impact on the economy"
More Economy: Declines in hours worked
Middle on brink of ruin

Bill Gates on Energy
03/04/19 6:21 PM ESTWorld
Bill goes nuclear on energy. [video]
More World: What else matters
The world is shrinking

On being wrong
03/04/19 6:18 PM ESTMarkets
"All of the fundamental investors - the straight-A students - don't want to make an investment with a 40% chance of being wrong. Imagine being an analyst at Viking and pitching stocks with 40% error rates each month: How many disasters would it take before you got fired? In contrast, quantitative investors would look at the base rates and prefer these characteristics."
More Markets: Why markets go up
How to invest a lump sum

The MBA Myth and the Cult of the CEO
03/04/19 5:45 PM ESTManagement
"MBA programs simply do not produce CEOs who are better at running companies, if performance is measured by stock price return."
More Management: On the road with Jim Pattison
What happened at GE?

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