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?
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?
Finally some articles from myself.
I explore two global closed end funds with strategies for discount capture and activism on other closed end funds.
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)
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)
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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