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?

https://awealthofcommonsense.com/2019/05/business-booms-depressions-1775-1943/

Is Value Investing Dead?

https://valuestockgeek.com/2019/05/29/the-death-of-value-investing-has-been-greatly-exaggerated/amp/?__twitter_impression=true

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 interview that might interest emerging market investors
https://www.valuedach.de/en/2019/03/26/value-investing-emerging-markets-axel-krohne/

An other side to dividend investing.
https://earlyretirementnow.com/2019/02/13/yield-illusion-swr-series-part-29/

An investment newsletter from around 20 years ago. Does it sound like it could have been written today?

https://twitter.com/Turnaround_Ltr/status/1131664455136419840?ref_src=twsrc%5Etfw%7Ctwcamp%5Eembeddedtimeline%7Ctwterm%5Eprofile%3ATurnaround_Ltr%7Ctwcon%5Etimelinechrome&ref_url=https%3A%2F%2Fblog.turnaroundletter.com%2Fblog

Finally some articles from myself.

I explore two global closed end funds with strategies for discount capture and activism on other closed end funds.

https://www.gurufocus.com/news/875017/value-idea-contest-british-empire-trust-is-a-way-to-own-value-assets-with-a-large-double-discount

https://seekingalpha.com/article/4266726-special-opportunities-fund-buying-discounted-funds-extra-discount-catalysts

Alex Waislitz, Thorney LIC (ASX:TOP)

https://www.raskmedia.com.au/2019/03/15/is-the-thorney-opportunities-ltd-asxtop-lic-seriously-cheap/

ASX LIC Share Purchase Plans (SPPs)

https://www.raskmedia.com.au/2019/04/03/are-share-purchase-plans-spps-for-asx-lics-worth-it/

NAOS LICs (ASX:NCC)

https://www.raskmedia.com.au/2019/04/23/are-naos-emerging-opportunities-asxncc-shares-a-buy-for-consistent-income/

ASX LICs, LIC performance, ASX LIC comparison

https://www.raskmedia.com.au/2019/05/03/will-the-federal-election-hurt-your-asx-lics/

Future Generation Global Investment Company Limited (ASX:FGG)

https://www.raskmedia.com.au/2019/05/13/future-generation-global-investment-company-asxfgg-the-best-fund-managers-with-no-fees/

Is Value Investing Relevant?

Templeton Global Growth Fund Ltd (ASX:TGG)

https://www.raskmedia.com.au/2019/06/06/will-templeton-global-growth-fund-asxtgg-outperform-in-2019/

MFF Capital Investments Ltd (ASX:MFF)

Magellan Global Trust (ASX:MGG)

Is Magellan Global Trust a good investment?

https://www.raskmedia.com.au/2019/06/12/which-magellan-fund-should-i-buy-asxmff-vs-asxmgg/

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

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