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Sept 14 Episode - Part 2 with Whitney Tilson
Former fund manager turned financial journalist Whitney Tilson shares lessons learned from knowing and studying great investors Warren Buffett, Charlie Munger and Bill Ackman.
interesting article and charts that add food for thought regarding shipping, inflation, interest rate, M2 and GDP.
The continued drop in the M2/GDP ratio says that we should not yet start looking for great things for the shipping industry for anothe…
@low_tech
Using PV with 4% withdrawal for 10 years shows that starting with one million ended at $779K(rounding) while SPY ended at 2.23 million.
My Comment:
PV also provide a inflation adjusted amount:
$779K = $558K (inflation adjusted)
$2.2…
Personal finance master Jonathan Clements is turning his recent terminal cancer diagnosis into an important teaching opportunity on money and life.
Also,
Previous Clements interview:
https://youtube.com/watch?v=2Kd9pB58j_0&list=PLznI5J0QOR…
Personal finance master Jonathan Clements is turning his recent terminal cancer diagnosis into an important teaching opportunity on money and life.
Also,
Previous Clements interview:
Another thought is owning a combination of TCAF and PRCFX (mentioned by others here).
Consider a combination of:
- 23% position in TCAF
- 77% position in PRCFX
This combination (short historical data) seems to mimic PRWCX (composition/performance…
Berkshire labeled as a conglomerate:
Examples of conglomerates are Berkshire Hathaway, Amazon, Alphabet, Meta (formerly Facebook), Procter & Gamble, Unilever, Diageo, Johnson & Johnson, and Warner Media.
All of these companies own many sub…
It is our goal to leave taxable investments to our heirs.
According to Section 1014 of the Internal Revenue Code, if a person holds property at death, it will receive a new basis equal to the fair market value of the property at the person's date of…
August 24 episode:
Are we experiencing a "Quality Bubble"?
How to handle signs of a bubble in quality stocks with influential newsletter editor Whitney Tilson.
Thanks @msf,
Those annuity flavor ticker symbols are a pain.
A family member has a VA annuity from Monument Advisors (Nationwide) which has a $20 / month flat fee and 350 mutual fund choices from DFA, Vanguard, Fidelity and others.
We self manag…
August 3rd Episode:
Mary Beth Franklin discusses Social Security's Health and Outlook:
Social Security guru Mary Beth Franklin discusses the program’s financial challenges and outlook, plus individual strategies to maximize its benefits.
Her websi…
A fund that has had amazing risk/reward over the years (minus recent years). Linked here is a MFO/Fund Alarm discussion regarding VGHCX. A fund that is hopefully on the "mend":
https://mutualfundobserver.com/discuss/search?Search=vghcx
Thanks @Observant1
Here's an interesting article on a previous week's guest (Bitcoin Goes Mainstream):
Given crypto’s extreme volatility, instead of sourcing from broad equities, an investor could pull from the riskiest areas of the equity sleeve …
@yogibearbull, I started a parallel discussion referencing the same article after your post here.
My apologies to yogi and readers.
Here's a link to that discussion/reader comments:
https://mutualfundobserver.com/discuss/discussion/62524/when-reb…
I would add spouse's information and pool Children's information that list them as beneficiaries as well as identifying them with SS / Driver's license.
Often times a living spouse needs documentation of the other deceased spouse such as DD214 for…
July 6 and July 13 episodes with Richard Bernstein:
part 1:
richard-bernstein-on-successful-investment-themes-of-the-past-and-his-favorite-one-now/
part 2:
key-investment-lessons-of-the-last-20-years-from-noted-strategist-richard-bernstein/
Didn't FAIRX take a big bet on Government backed bonds (Freddie/Fannie) that never panned out in the short term?
https://reuters.com/article/us-usa-fannie-freddie-idUSBRE94S19F20130529/
Seemed almost criminal the way the government reneged on thei…
FAIRX comes to mind as a fund that succeeded as a focus fund and then for a combination of reason failed significantly.
Hennessy Japan Fund = HJPNX attempts to identify best Large Cap Japanese companies.
HJPNX - 27 Holdings
@catch22
Your post reminded me of a recent Wealth Track Show where the premise of life + liberty (rule of law) = higher long term investment returns.
Perth Tolle created the Life + LIberty Indexes on the theory that democracy pays. Her Freedom 100 E…
June 14 Episode:
Since taking over T. Rowe Price’s Global Technology Fund Dom Rizzo has outperformed his competitors and market benchmarks. He explains why AI was and will be a major emphasis.
ai-could-be-the-biggest-productivity-enhancer-since-ele…
@hank, Would an IShares ETF work for your needs?
STIP, with an ER= .03%
Through Fidelity:
https://digital.fidelity.com/prgw/digital/research/quote/dashboard/summary?symbol=STIP
Links mentioned in the Video:
https://ficalc.app/
https://newretirement.com/
Article with other links:
decoding-the-chance-of-success-in-your-retirement-plan
May 25 Episode:
Perth Tolle created the Life + LIberty Indexes on the theory that democracy pays. Her Freedom 100 Emerging Markets Index is proof, trouncing its autocracy-heavy benchmark in its first five years.
