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Let’s get smarter together

One of my favorite sites back in the day was Abnormal Returns. It was (and still is) a link-fest full of investing, tech, and business strategy links. I learned a lot from reading the recommendations on Abnormal Returns.

You might think that there’s not much value to a site that’s…

Investing Debates Are Always Fun, and Often Illuminating

A deep dive into data comparing a portfolio of actively managed funds to a different portfolio of low-cost index funds counters a common argument…

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Seven months ago, I quoted Warren Buffet’s famous advice:

A low-cost fund is the most sensible equity investment for the great majority of investors. My mentor, Ben Graham, took this position many years ago, and everything I have seen since convinces me of its truth.

I then wrote, “I’d be…

Don’t listen to the finance bros who tell you to not diversify

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Introduction

I’ve been writing on this platform for a long enough time to have come across ‘finance bros’ who say that they “don’t like to diversify”.

Their argument is that if you have done your research “properly”, then you should know which companies will perform well, and which companies won’t (and…

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Read these for a good think

I’ve been writing a lot lately, which unfortunately has come at the expense of my reading. But the Good Reads series must go on.

I’m going to start linking to previous Good Reads with the current edition so that as long as you’re looking at the most recent one, you…

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