Cosas interesantes de inversion de bolsa, fondos..

Jeff Bezos1 took to Twitter this week to take a victory lap over and old Barron’s cover story: I’m sure this story didn’t go over well at Amazon’s headquarters when it came out so I’m sure he’s thought long and hard about how to dunk on this one over the years. Well played. This cover story ran on May 31, 1999 which was just before the tech bubble burst. Over the next 16 months or so ...

This week’s Animal Spirits with Michael & Ben is supported by YCharts: Mention Animal Spirits and receive 20% off your subscription price when you initially sign up for the service. We discuss: The debt ceiling Is the supply chain crisis finally peaking? Why giant SUVs are taking over the roads How much do other countries spend on daycare? How much money does it take to be considered rich? How wealthy is Gen X?...

This past Saturday had an awesome slate of college football games. It was nice enough outside we could even put a TV on the screened-in porch and have the games on in the background while the kids played in the backyard. That’s a perfect fall day if you ask me. After 8-10 hours of games, you begin to notice the same commercials over and over again. Scoop there it is has seen an incredibly long run. It’s a song...

“What do you mean he quit?” I asked my Nana. “He hasn’t had a cigarette in three weeks now,” she responded. I couldn’t believe what I was hearing. My maternal grandfather, who I call Papa, had been smoking his whole life. And I mean his whole life. He started smoking at age 12 and recently quit at age 74. That’s 62 years of being a smoker. 62 years! His nicotine habit could qualif...

The post It’s Never Too Late to Change appeared first on Of Dollars And Data.

Today’s Talk Your Book is presented by Cadre: Michael and I spoke with Cadre CEO and co-founder Ryan Williams about investing in the commercial real estate market. We discuss: How Moneyball has made its way into investing Commercial vs. residential real estate from an investing perspective What is the competition for deals in multi-family housing? How the pandemic has impacted multi-family homes? How to avoid overp...

A podcast listener asks: There is a ton of information out there about how much people should spend on their homes. Payment as percentage of monthly income, multiple of net worth, multiple of household income; there is no shortage of strategies out there, but they all vary drastically. I am curious to know what you two think about this topic. How much % of income should one spend on their home? Is there a net worth or in...

Entrevista a Julien Faure, portfolio manager en Amiral Sextant Asie, sobre invertir en Asia en Value Investing FM.

La entrada Invertir en Asia con Julien Faure aparece primero en Academia de Inversión - Aprende value investing desde cero.

In the summer of 2020, James Altucher wrote a story in the New York Post proclaiming New York City is dead forever. Altucher didn’t actually believe this. He wrote this as a piece of outrage marketing. Outrage marketing is when someone makes an outrageous proclamation in the hopes of getting people riled up. And it worked. Jerry Seinfeld wrote a rebuttal. New Yorkers were angry. It feels like once a week I see some...

La cartera Valkyria cerró el tercer trimestre con una caída de un 13,68% y acumula un aumento de un 7,57% durante el año 2021. En este último trimestre el Standard & Poor’s 500 aumentó un 0,23% y el Ibex-35 disminuyó un 1,33%. A 30 de septiembre de 2021 la cartera de inversiones Valkyria estaba diversificada […]

L'entrada Valkyria Septiembre 2021: Renovación de la cartera y adiós a Beyond Meat ha aparegut primer a The Money Glory.

Related posts:

1. Cartera Valkyria Septiembre 2019: Invierte en lo que te gusta
2. Cartera Valkyria Septiembre 2018: Big 5, Chico’s FAS y Abengoa
3. Valkyria Septiembre 2020: Nuevos y Antiguos Objetivos

One hundred dollars invested in Berkshire Hathaway in 1965 would have grown to more than $2.8 million by the end of 2020. Warren Buffett’s holding company is the most impressive long-term compounding machine in history, increasing in market value at 20% per year for nearly 6 decades. Compounding is a wonderful thing but it can also become an unhealthy obsession if you view every financial decision through that lens....

Today’s Animal Spirits is presented by Masterworks: Go to Masterworks.io to learn more about investing in the art market. We discuss: Will supply chains ruin Christmas? Investors have been spoiled of late Why do investors own way more stocks than they did in the past Why do so many rich old investors call for market crashes? Why were endowment returns so high over the last year? There has never been a better time t...

See if you can spot the largest one year spike in U.S. housing prices on record: Give up? A 20% gain for national home prices over a one year period is absolutely nuts. The Wall Street Journal is beginning to worry about how this is impacting affordability: Here’s their takeaway: House prices are rising at a record pace but incomes aren’t keeping up, which is making home ownership less and less affordable. The m...

Corey Hoffstein recently brought the following chart to my attention which shows the required allocation to earn a 7.5% expected return in 1995, 2005, and 2015: As you can see, the days of decent returns for low risk are far behind us. Investors can no longer rely solely on fixed income to generate a portfolio with good returns. Instead they have had to increase their exposure to equities and alternatives to make up the ...

The post Are We Craving Risk or Losing Reward? appeared first on Of Dollars And Data.

Today’s listener mailbag is presented by Naviplan by Invest Cloud: Michael and I dive back into the mailbag to go through a bunch of listener questions with a little help from our friend Tony Stich. If you have a question for the show, email us at animalspiritspod@gmail.com. We discuss: Why do we talk about bonds in terms of yield and stocks in terms of price? Do commodities belong as a long-term holding in a portfol...

Episodio de Value Investing FM en el que Adrián y Paco hacemos un repaso de nuestro mes y comentamos las noticias más importantes de los mercados en septiembre de 2021.

La entrada Resumen del Mes – Septiembre 2021 aparece primero en Academia de Inversión - Aprende value investing desde cero.

Si Internet revolucionó la economía, las plataformas de streaming están transformando el sector del entretenimiento. Como consecuencia, hay un conjunto de industrias complementarias que están viviendo este cambio. Una de ellas es los estudios de audiencias. Nielsen ha liderado la industria de los ratings durante años – de hecho, fue quien lo inventó -, pero […]

L'entrada El modelo de streaming amenaza el negocio de estudios de audiencia de Nielsen ha aparegut primer a The Money Glory.

Related posts:

1. El irresistible modelo de negocio de “El Pollo Loco”
2. Análisis del modelo de negocio de Abercrombie
3. McDonald’s, Burger King y el modelo de negocio del sector del fast food

Over the weekend Robert Kiyosaki, author of the popular Rich Dad, Poor Dad, called for a “giant stock market crash” in October: Unfortunately, this isn’t the first time that Kiyosaki has called for a major crash in the last decade, as FinTwit was quick to point out. As soon as Kiyosaki sent his tweet, the replies started pouring in. Luc ten Have beautifully responded with this chart showing the increasi...

The post The Broken Clock appeared first on Of Dollars And Data.

Consultorio Bursátil de Septiembre 2021 en Value Investing FM

La entrada Consultorio Bursátil – Septiembre 2021 aparece primero en Academia de Inversión - Aprende value investing desde cero.

Previously I’ve written about why buying the dip can’t beat dollar cost averaging, even if you were God. However, I feel like that article was a bit too extreme. Buy the Dip was defeated in one fell swoop. It never had a fighting chance. There was no last meal, no departing words, and no funeral procession that followed. But today, I’m going to change all that. Because today I’m going to give Buy t...

The post Why Buying the Dip is a Terrible Investment Strategy appeared first on Of Dollars And Data.

Javier Acción, director de inversiones de Acción Inversiones repasa su cartera de inversión en 2021 del fondo Gestión Boutique Acción Global.

La entrada Repasando la Cartera de Javier Acción aparece primero en Academia de Inversión - Aprende value investing desde cero.