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Comment on Mebane Faber Shareholder Yield Backtest by George

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  • Meb Faber Shareholder Yield = Dividend yield + Buyback yield + Net debt repaid yield
  • The quality of fundamental stock data for OTC can be somewhat lower and less timely that that for stocks traded on major exchanges.
  • The first quintile includes the companies that have negative shareholder yield and the 5th quintile includes the companies that had the highest shareholder yield.

Comment on Mebane Faber Shareholder Yield Backtest by Michael

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  • Meb Faber Shareholder Yield = Dividend yield + Buyback yield + Net debt repaid yield
  • The quality of fundamental stock data for OTC can be somewhat lower and less timely that that for stocks traded on major exchanges.
  • The first quintile includes the companies that have negative shareholder yield and the 5th quintile includes the companies that had the highest shareholder yield.

Investing and Business Lessons from Aileen Lee (Cowboy Ventures)

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  • What kind of traction or feedback have you gotten from the market in terms of whether people are going to like the product, or whether they do like the product?
  • The third factor ( product) is obviously important for a venture capitalist, but often the product has only been vaguely defined at the time of a seed stage investment.
  • This means that seed stage investing is more about people and markets than at a later stage.

Some links

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  • Deep thoughts about the recent strategy change at Zillow Prof. Damodaran has a look at Google.
  • And Google has screwed up messaging again.
  • A more pesimistic view on the future of tech stocks Forager on the disadvantage of size in fund management and their thesis on Auto Trader (UK) What Hugh Hendry is doing these days after closing his Hedge Fund Long Term Value Blog with a portfolio update The Global Stock Picking blog likes Rezidor Hotel Group

Be Kind

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  • A lot of people can write; few can tell stories.” I think “maulding” a complex and often very boring economic topic into a story is definitely a rare gift, but as a fellow writer I have some additional thoughts on John’s success (as well I might, since I have shamelessly plagiarized his writing style for years).
  • John treats writing as a continuous conversation with his readers, therefore people who have read him for years feel like they know him.
  • Yes, the real John is not as well polished as the writer John – very few writers are.

After Post-Election Euphoria, Big Banks Start To Look More Attractive After Sideways Action

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  • While this may be true sometimes, I am more interested in how the market is valuing these banks relative to their profitability outlook.
  • To do so, I look at return on equity and look for relative mismatches in the data.
  • Framed that way, investors who might have balked before could very well decide they prefer JPM at ~11x earnings, to Citi at ~10x.

Links

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  • Instead of judging the market price by established standards of value, the new era based its standards of value upon the market price.
  • Hence all upper limits disappeared, not only upon the price at which a stock could sell but even upon the price at which it would deserve to sell.
  • This fantastic reasoning actually led to the purchase at $100 per share of common stocks earning $2.50 per share.

Speculation during the Great Crash of 1929

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  • This 1931 article written in the aftermath of the Great Crash of October 1929 and in the teeth of the Great Depression illustrates the pattern of human emotions in the boom/bust cycle.
  • But can speculation be fettered?
  • Certainly, we cannot fetter speculation by our naïve American tendency immediately to enact a law.

Video of the Week: Looking Nice in Gentex’ Mirrors!

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  • But before I… Just a small disclaimer, so everything that you are seeing on this video, everything that’s being produced by Mike McNeil under the banner of The Dividend Guy Blog or the Dividend Stocks Rock, is not to be taken as stock recommendation or financial advice.
  • And dividend, of course I’m a dividend investor, we have a growth of 8.5% annualized growth over the past five years.
  • 0:03:53.0 S1: If you wanna hear more about Gentex or any other videos I make, please follow the link after the… This video ends.

Under Pressure To Deleverage, HNA Exits Hilton Spin Off Investments At Nice Profit

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  • Before trade war news jumped to the front pages, China was making headlines for cracking down on its financial firms’ leverage by forcing them to unload some of their overseas holdings.
  • Anbang and its CEO received a lot of headlines, but other companies, such as HNA, were impacted as well.
  • A few years ago, HNA went on a… Read More »

Abbvie Inc. (ABBV) Dividend Stock Analysis

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Linked here is a detailed quantitative analysis of Abbvie Inc. (ABBV). Below are some highlights from the above linked analysis:

Company Description: Abbvie Inc. is a global research-based pharmaceuticals business that emerged as a separate entity following its spin-off from Abbott Laboratories at the start of 2013. AbbVie's key drug is Humira for rheumatoid arthritis...

This Week’s Best Investing Reads

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  • Here is a list of this week’s best investing reads:
  • This week’s best investing research reads:
  • This week’s best investing podcasts:

Two reasons for the flattening US yield curve

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  • US Treasury Yield Curve (Today in green; versus 18 months ago in yellow)
  • Ok, so the question is, why such an increase at the short end of the curve?
  • But what is most interesting is that two-thirds of this new, ramped-up issuance has been at the short end of the curve, as illustrated by the chart below.

Why I Watch the Thirty

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5 Lessons on Life & Investing from Guy Spier’s Education of a Value Investor

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  • He said, “You have to read through the lives of these people and what have they done over the years and how did they learn, and then learn from their experiences vicariously.”
  • Being Authentic In a world where most money managers and investors aspire to be the “next Warren Buffett”, Guy writes…
  • In fact, this is how I live my personal life too.

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