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What I Wish I Wrote ~ December 18, 2015

Picking winners is hard. You can probably do just as well by avoiding the losers. (Value and Opportunity) Making money by shorting poorly designed leveraged ETFs. (Reuters) “When you’re apprehensively looking for failure, everything looks like a boogeyman”. (Apple Insider) This is not a replay of 2008. (Calafia Beach Pundit) The momentum factor. (The Investor’s […]

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What I Wish I Wrote ~ Dec. 11, 2015

Some of our most common bias and blunders. (Farnam Street) 25 years later Peter Lynch says he never said to pull a Barbara Streisand. (The Wall Street Journal) Where have all the value stocks gone? (Barrons) How a certain Sci-Fi movie, predestined to bomb, made it to the theater and then into our hearts. (Now […]

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What I Wish I Wrote ~ June 19, 2015

Howard Mark’s latets memo “Risk Revisited Again” (Market Folly) Lesson from market extremes. Another look at glamour stocks versus value stocks (The Investor’s Field Guide) More on the potential consolidation and vertical integration of content creators. Why Did John Malone Invest in Lions Gate? (Punch Card Investing) Make more money by doing (and listening) less […]

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What I Wish I Wrote ~ June 5, 2015

I keep coming back to this post on the state of TV as we evaluate investing in content creators, potential industry consolidation, the risks of cord cutting and changing to subscription models. The Changing – And Unchanging – Structure of TV (Stratechery) John Malone is thinking about consolidation amongst the content creators too. (WSJ) Qualcomm: […]

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