The Irrelevant Investor

AUGUST 1, 2018

On this week's Animal Spirits, Ben and I discuss Facebook's (2x) giant loss Twitter also had a rough day after earnings Being 30 What worked on Wall Street These funds don't want your money Gen X FTW We're all above average (survey) According to the U.S. Highbush Blueberry Council (survey) The race to zero State Street's SPY is seeing outflows But they have an idea So does Josh Contrarian signals Some cracks in the housing market So much Bronny I went on this crazy roller coaster Listen here

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Brown Advisory

AUGUST 1, 2018

Investment Perspectives | Managing Risk ajackson Wed, 08/01/2018 - 10:37 In 1963, Bob Dylan warned us that the times, they are a-changin’—and while he wasn’t talking about capital markets, his words ring as true today for investors as they did for those growing up in the turbulent '60s. Market conditions may indeed be changing, and in ways that warrant a reassessment of portfolio positioning.

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Management Investing Investments Valuation 52

The Irrelevant Investor

AUGUST 1, 2018

I think an NFL team can be turned around quicker than an NBA team. There is more parity in the NFL than the NBA. There are 3 or 4 NBA teams that can win the championship next year, there are a dozen NFL teams that can conceivably win the Super Bowl. You tend to see the same teams in the playoffs in the NBA year after year, this is not the case with the NFL.

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Brown Advisory

AUGUST 1, 2018

Investment Perspectives | Managing Risk. ajackson. Wed, 08/01/2018 - 10:37. In 1963, Bob Dylan warned us that the times, they are a-changin’—and while he wasn’t talking about capital markets, his words ring as true today for investors as they did for those growing up in the turbulent '60s. Market conditions may indeed be changing, and in ways that warrant a reassessment of portfolio positioning.

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Management Investing Investments Valuation 52

Speaker: Amanda Adams, Fractional CFO, CPA

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.

Accounting

The Irrelevant Investor

JULY 31, 2018

One of the concerns that people have expressed over the rise of index investing is that it will prevent true price discovery, if it isn't doing so already. With fewer and fewer people doing fundamental research and more people only acting as price takers, at what point do prices truly separate from the economic realities of the business? This is the visual that really gets these fear juices flowing.

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Brown Advisory

JULY 31, 2018

Toll Collection. ajackson. Tue, 07/31/2018 - 08:00. The Flexible Equity Strategy’s Maneesh Bajaj discusses the power of “tollbooth” business models and how they fit into the strategy’s overall philosophy of seeking out durable companies with attractive economics. This approach to finding companies with staying power has helped Flexible Equity outperform notably over its 30-year history and during the recent period as Maneesh has partnered with Hutch Vernon in managing the strategy.

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The Irrelevant Investor

JULY 30, 2018

March 15, 2013. CNBC ran an article with the headline Mila Kunis rotates from cash to stocks. In it, the author wrote, "Her words sparked a lively response on Twitter. Financial Acrobat, a trader, consultant and tweeter of financial news, warned that it could be a contrarian signal. 'When people like @FoxonStocks and @RealMilaKunis start talking stocks, we are normally at the very end of a bull market.

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Consulting Media Banking Marketing 52

The Irrelevant Investor

JULY 29, 2018

Articles You could own a hundred funds and be concentrated in one risk factor or you could own five funds and have a healthy balance of risks By Phil Huber Claiming that Apple’s iOS keeps Google honest is the same as if Toyota, after putting all car companies out of business, professed that Boeing keeps the market competitive. By Scott Galloway We reach the maximum possible conclusion based on the barest minimum of evidence By Charles Chu Excess return peaks at about 10 months By Ehren Stanhope

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The Irrelevant Investor

AUGUST 3, 2018

"Who's Warren Buffett I asked?" That's what George Goodman ("Adam Smith") said to Benjamin Graham when he was asked to work on a new edition of The Intelligent Investor. [link] George Goodman introduced Warren Buffett to the world in this video below. I searched for it without luck a few years ago when I read this book, so I was very excited when I saw Michael Mauboussin unearthed it.

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Banking Investing Investments Marketing 40

Speaker: Abdi Ali, Sr. Lease Accounting Consultant

Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.

Accounting

Brown Advisory

AUGUST 1, 2018

2018 Berkshire Hathaway Annual Shareholder Meeting ajackson Wed, 08/01/2018 - 09:30 The Berkshire Hathaway annual meeting is an opportunity for shareholders and analysts to pose questions to Warren Buffett and Charlie Munger. They answered about 60 questions during the five-hour gathering. Thousands come to Omaha every May for the Berkshire Hathaway Annual Shareholders Meeting to hear the insights of Warren Buffett, chairman of Berkshire since 1965, and his longtime business partner Charles Mung

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Assets Investing Investments Insurance 52

Brown Advisory

AUGUST 1, 2018

2018 Berkshire Hathaway Annual Shareholder Meeting. ajackson. Wed, 08/01/2018 - 09:30. The Berkshire Hathaway annual meeting is an opportunity for shareholders and analysts to pose questions to Warren Buffett and Charlie Munger. They answered about 60 questions during the five-hour gathering. Thousands come to Omaha every May for the Berkshire Hathaway Annual Shareholders Meeting to hear the insights of Warren Buffett, chairman of Berkshire since 1965, and his longtime business partner Charles M

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Assets Investing Investments Insurance 52