A lot of great stuff below.
If you missed any of the emails this past month, this is a compilation of the links we've been reading and sharing in May.
Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital: Financial Products You Should Avoid?
Got thinking about how ads really work, how the market is currently reacting, a business model to avoid, watched and read more Berkshire annual meetings, and getting a pulse of what advice the general population gets regarding where to put their money.
In other news, despite the narrative that value stocks aren't doing well, the OSV members (including myself) I've talked to are beating the market this year by focusing their time and energy on our A and B ranked stocks. Rather than trying to fish for stocks in an ocean, all the A/B ranked stocks are swimming in our OSV barrel.
Easier to keep an eye on the market, but not get swept up with what is going on.
Old School Value Articles You May Have Missed
- Warren Buffett's Words in 1974
- Why This Is Not The Time To Buy Under Armour
- The Yellowstone Factor: Minimizing Downside Risk
- 6 Data Driven Reasons Why Micron Has 20% Upside
- One Position Sizing Strategy for Long Term Success
What We're Reading in the Media
- The definitive collection - Buffett in his own words
- Stellar Earnings Not Enough to Take Stocks Higher
- Musk Rejects ‘Boring’ Analysts After Tesla Burns $1 Billion More
- Apple Boosts Share Buyback Plan by $100 Billion, Lifts Dividend
- Ads Don't Work That Way
- Ten years in, nobody has come up with a use for blockchain
- How a Bank Glitch Let a Man Named "Milky" Get Away With Millions
- The Wild Ride Of Zoox
- I've watched 120 hours of Warren Buffett's Berkshire Hathaway meetings — these are the top 5 things I learned
- Theranos Inc.’s Partners in Blood
- Jim Cramer delivers commencement address at Bucknell University
- 6 Places to Put Your Cash Now
- The Next New Thing in Finance — Bonds Linked Directly to the Economy
- The Stock Market Works by Day, but It Loves the Night
- How 2 Million People Loved MoviePass Nearly to Death
- Why you should read those boring 10-K filings
- The Hidden Risk of Passive and Index Hugging
- What Exactly Happened to David Einhorn?
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Article by Jae Jun, Old School Value
