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 I Know)

A 31-year old Buffett discusses the 1962 stock market decline in a TV interview. (Base Hit Investing)

Starbucks is on our watchlist too. Just waiting on the right price. (Dividend Diplomats)

Three investing lessons learned the hard way. (Dividend Growth Investor)

Reaching for yield and extrapolating the recent past into the future are lessons taught over and over again. (The Intelligent Investor)

Notes on all the presenters from the 2015 London Ira Sohn Conference. (Market Folly)

Should you buy Berkshire Hathaway or should you buy Buffett’s stock picks? (Meb Faber)

Scroll down for the video version of Prof. Damodaran breaking down the Pfizer & Allergan deal. (Musings on Markets)

Transcript of a Bull v Bear debate over Tesla. (SumZero)

Zuckerberg made headlines with his letter to his newborn baby girl. Here are a bunch of other letters moguls wrote to their children. (Fast Company)

“you realize that despite not being at the end of your life, you may very well be nearing the end of your time with some of the most important people in your life.” (Wait But Why)

And did you hear? Serial is back! Season 2 gets into the mystery about Bowe Bergdahl and his capture by the Taliban. (Serial)

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 (Abnormal Returns)

John Deere (DE) Great “Cannibal” or Value Trap? (Value and Opportunity)

Dividend growth analysis on Union Pacific (UNP) (Dividend Growth Investor)

Industry outlook for railroad companies (Morningstar)

Boeing (BA): A Bright Market Outlook For The Jet Maker (Seeking Alpha)

The rest of the U.S. is catching onto the delicious Avocado. Calavo Growers (CVGW) is a way to invest in the trend. (Scott Fearon)

Why Mastercard (MA) will surge (Barron’s)

Why I hate the Fitbit IPO (and you should, too) (MarketWatch)

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: The Biggest Bargain In Large Cap Tech (Capital Observer)

“It’s a bit like owning the English language and then charging anyone that learns to speak English.” Andy Macken on Qualcomm. (AFR)

Michael Burry: Focus on Bargains and not Stock Market Valuations (Base Hit investing)

And a summary of Michael Burry’s post on Silicon Investor (Young Money)

Jamie Dimon is underpaid (The Brooklyn Investor)

Pfizer: Juicy Dividend, Strong Pipeline, Big Gains (Barron’s)

With M&A Booming, Anheuser-Busch InBev Likely Plotting Its Next Big Move (Peridot Capital)

Do Something Syndrome. “Don’t just do something. Sit there!” (Farnam Street)

Pat Riley on the Remarkable power of getting 1% better. We can all take time to measure, review, and improve our processes. (James Clear).

A Summer reading list of summer reading lists. So meta. (Abnormal Returns)

Lastly, let’s not forget about Barbra Streisand the stock picker. “We go to Starbucks every day, so I buy Starbucks stock,” (Barbra Streisand Archives)