Some strategies / aspects of investing that may feature more often here are deep value, activism, ASX LICs, special situation, FIRE, dividends, & global asset allocation.
I hope you find something new and useful from these. Some articles from myself are at the end.
Value Investing – finding hidden value
Is another tech bust coming?
Breaking down the details in some of the underperformance of value investing strategies
Bogle, active versus passive investing, diversification, factor investing.
Quant based article on value investor Benjamin Graham’s net-net investing strategy
Activist short campaigns, social media and stock manipulation
This post highlights some of the variance to “average” yearly returns.
Another post from Ben Carlson. Have you studied up the last two decades of investing returns thinking that covers long term? Perhaps we need to look back a bit further?
Some interesting slides on factor investing and other themes
An investment newsletter from around 20 years ago. Does it sound like it could have been written today?
Finally some articles from myself.
I explore two global closed end funds with strategies for discount capture and activism on other closed end funds.
AVI Global Trust Review – AGT:LSE
Special Opportunities Fund Review – Bulldog Investors
Just before I finish this blog post, I don’t own these 2 LICs but if I did I would probably write more..
THE LIC GRAVY TRAIN?
ASX Announcements from..
WCM Global Growth Ltd. (ASX:WQG)
NAOS Emerging Opportunities Company Ltd. (ASX:NCC)
Are ncc asx shares a buy?
Which Magellan ASX fund should I buy?
Is Thorney opportunities a buy?
Are share purchase plans a good idea? E.g. AFIC share purchase plan, Argo share purchase plan?
Are asx lics a good investment?
Is Templeton global growth fund a buy?
Should I invest in FGG or FGX ASX LICs?
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