Plenty of headlines to the tune of, "Goodbye Value Investing."

Have seen those before, usually preceding a great period for value.

But just like it's dangerous to say, "this time is different," it's risky to assume it's never different.

So, I don't know.

But I have a hunch.

6 - Worth listening to the conversation in this Podcast Episode with @manualofideas & @jbathgate about various trends in the Capital Cycles of The Chip Making Industry.

https://moiglobal.com/jon-bathgate-semiconductor-industry-2021/

The American Journal of Health Behavior has strong views on how money can corrupt the scientific process given it just took $51,000 from Juul to devote an entire issue to pro-vaping studies funded by the company.
https://ajhb.org/faq/

$30 million for your own SEC head, that’s even more than the $7+ million Janet Yellen got for doing Zoom calls from home.

One of Yellen’s biggest customers was Citadel, the hedge fund who works with Robinhood.

The financial markets are corrupt & rotten.

Time for disruption. https://twitter.com/zerohedge/status/1410663700609081348

I've read a lot of regulatory complaints against banks in the past, but this one against Robinhood is pretty bad. https://www.finra.org/media-center/newsreleases/2021/finra-orders-record-financial-penalties-against-robinhood-financial

The same people who now happily pay 14x revenue for Microsoft will not be willing to pay 14x earnings for Microsoft in the future.

And they will have clever-sounding reasons for both.

Realized http://emergingmanagers.org needs a dedicated “give back” page. The best source of insight for people bootstrapping stockpicking funds is those who have already done it. You can share an insight or mistake in 5 minutes that will help others.

https://emergingmanagers.org/give-back

Load More...