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The Stingy News Weekly (05/08/2018)
New from StingyInvestor Coal contest "Westshore's interesting position was put under the microscope in the final round of the Ben Graham Centre's International Stock Picking Competition, which promotes value investing to MBA students." [$] Stingy Links Berkshire Hathaway 2018 AGM "Investors and non-investors alike can witness history, live, as Chairman and CEO Warren Buffett and his right-hand man Charlie Munger share their unscripted views on the company, the markets, the economy, corporate governance, and a lot more." [video] [Buffett] Looking past the package "ETFs have adopted all of the mutual fund industry's bad habits." [Indexing] The worst time to retire "Market performance in the first few years of retirement determines financial security throughout one's golden years. Here's why the outlook for people retiring today is concerning" [Retirement] Graham & Doddsville: Spring 2018 "This is a bittersweet issue for us. Bruce Greenwald, the Academic Co-Director of the Heilbrunn Center, retires at the end of this academic year" [Value Investing] On yield curves "Articles often use dramatic language like whenever the yield curve inverts, a recession has followed. They also bring up how the last time the yield curve inverted in the U.S., some well-known policy makers doubted its predictive power, only to be set straight by the worst recession since the Great Depression. It sounds scary. It also happens be true ... in the U.S. ... in recent times. Internationally, the yield curve's predictive power has been mixed." [Markets] In praise of short sellers "A growing body of academic literature argues that short interest can identify stocks likely to underperform the market - and that this signal can complement better known market signals like value and momentum. This research suggest that if there is substantial short interest in a stock, long-only investors would do well to beware." [Markets] Secretary donates $8.2 Million "Even by the dizzying standards of New York City philanthropy, a recent $6.24 million donation to the Henry Street Settlement on the Lower East Side was a whopper - the largest single gift from an individual to the social service group in its 125-year history. It was not donated by some billionaire benefactor, but by a frugal legal secretary from Brooklyn who toiled for the same law firm for 67 years until she retired at age 96 and died not long afterward in 2016." [Charity] Is loss aversion a myth? "The idea of loss aversion - that losses 'loom' larger than gains - is one of the most established and prominent findings in behavioural economics, and could be considered a foundation stone for the entire discipline. Recent research, however, has questioned the validity and robustness of the supporting evidence, suggesting that it is at worse a false concept and at best overstated" [Behaviour] The Warren Buffett Archive "The Warren Buffett Archive is the world's largest collection of Buffett speaking about business, investing, money and life." [Buffett] The process matters "After doing more research, I realized how much process mattered when it came to selecting which value stocks to invest in." [Value Investing] The Rothery Report (Learn More | Subscribe) The Rothery Report provides research on select deep-value stocks in North America. Discover overlooked and undervalued stocks in quarterly investment reports which provide detailed analysis of Canadian and U.S. stocks. Weekly email news and additional updates keep subscribers informed about new opportunities and developments.
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