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
https://www.forbes.com/sites/jonathanboyar/2019/02/12/value-understanding-hidden-assets/
Is another tech bust coming?
https://lt3000.blogspot.com/2019/03/is-another-tech-bust-coming.html?m=1
Breaking down the details in some of the underperformance of value investing strategies
https://www.wsj.com/articles/looking-for-hope-in-the-rubble-of-value-investing
Bogle, active versus passive investing, diversification, factor investing.
http://static.fmgsuite.com/media/documents/68bfb9c2-7d95-4713-852b-e6dce09e18ec.pdf
Quant based article on value investor Benjamin Graham’s net-net investing strategy
https://www.quant-investing.com/blogs/general/2018/07/16/why-and-how-to-implement-a-net-net-investment-strategy-world-wide
Activist short campaigns, social media and stock manipulation
https://mobile.reuters.com/article/amp/idUSKCN1R20AW?__twitter_impression=true
This post highlights some of the variance to “average” yearly returns.
https://awealthofcommonsense.com/2018/05/double-digit-returns-are-the-norm-for-the-stock-market/
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
https://www.researchaffiliates.com/documents/events/2019-advisor-symposium/are_valuations_irrelevant-rob_arnott.pdf
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)
https://www.asx.com.au/asxpdf/20190625/pdf/4462zqql8xlx5t.pdf
NAOS Emerging Opportunities Company Ltd. (ASX:NCC)
https://www.asx.com.au/asxpdf/20190617/pdf/445wv78ktrc120.pdf
Are ncc asx shares a buy?
Which Magellan ASX fund should I buy?
https://www.raskmedia.com.au/2019/06/12/which-magellan-fund-should-i-buy-asxmff-vs-asxmgg/
Is Thorney opportunities a buy?
https://www.raskmedia.com.au/2019/03/15/is-the-thorney-opportunities-ltd-asxtop-lic-seriously-cheap/
Are share purchase plans a good idea? E.g. AFIC share purchase plan, Argo share purchase plan?
https://www.raskmedia.com.au/2019/04/03/are-share-purchase-plans-spps-for-asx-lics-worth-it/
Are asx lics a good investment?
https://www.raskmedia.com.au/2019/05/03/will-the-federal-election-hurt-your-asx-lics/
Is Templeton global growth fund a buy?
https://www.raskmedia.com.au/2019/06/06/will-templeton-global-growth-fund-asxtgg-outperform-in-2019/
Should I invest in FGG or FGX ASX LICs?
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