The Best Investment Writing

Today's episode features Chris Brightman reading Financialization: How Deficits Inflate Profits and Equity Valuations. Chris is a Partner, Senior Advisor and board member of Research Affiliates.

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The Best Investment Writing features top research pieces shared via ⁠⁠⁠⁠⁠The Idea Farm⁠⁠⁠⁠⁠ e-mail newsletter. ⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠ so you get these sent to you each week.

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Today's episode features Anton Wintner reading Biotech Investing: Investment Approaches that Work in a Challenging Industry. Anton is a Senior Clinical Research Advisor for Verdad. Greg Obenshain and Daniel Rasmussen also wrote the paper.

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The Best Investment Writing features top research pieces shared via ⁠⁠⁠⁠⁠The Idea Farm⁠⁠⁠⁠⁠ e-mail newsletter. ⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠ so you get these sent to you each week.

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For detailed show notes, click ⁠⁠here⁠⁠. ⁠

To learn more about our funds and follow us, subscribe to our ⁠⁠⁠⁠⁠mailing list⁠⁠⁠⁠⁠ or visit us at ⁠⁠⁠⁠⁠cambriainvestments.com⁠⁠⁠⁠⁠

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Interested in sponsoring the show? Email us at ⁠⁠⁠⁠⁠[email protected]⁠

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Today's episode features Abe Othman reading The Truth About Check Sizing: Lessons from 15,000 Seed Deals⁠.

Abe is a Consulting Researcher for AngelList.

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The Best Investment Writing features top research pieces shared via ⁠⁠⁠⁠The Idea Farm⁠⁠⁠⁠ e-mail newsletter. ⁠⁠⁠⁠Subscribe⁠⁠⁠⁠ so you get these sent to you each week.

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Follow Meb on ⁠⁠⁠⁠X⁠⁠⁠⁠, ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ and ⁠⁠⁠⁠YouTube⁠⁠⁠⁠

For detailed show notes, click ⁠here⁠. ⁠

To learn more about our funds and follow us, subscribe to our ⁠⁠⁠⁠mailing list⁠⁠⁠⁠ or visit us at ⁠⁠⁠⁠cambriainvestments.com⁠⁠⁠⁠

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Interested in sponsoring the show? Email us at ⁠⁠⁠⁠[email protected]⁠
Learn more about your ad choices. Visit megaphone.fm/adchoices

Today's episode features Daniel Sotiroff reading ⁠⁠What Short-Term Fund Performance Tells Us About Future Returns.

Dan is a senior manager research analyst for Morningstar.

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The Best Investment Writing features top research pieces shared via ⁠⁠⁠The Idea Farm⁠⁠⁠ e-mail newsletter. ⁠⁠⁠Subscribe⁠⁠⁠ so you get these sent to you each week.

-----

Follow Meb on ⁠⁠⁠X⁠⁠⁠, ⁠⁠⁠LinkedIn⁠⁠⁠ and ⁠⁠⁠YouTube⁠⁠⁠

For detailed show notes, click here. ⁠

To learn more about our funds and follow us, subscribe to our ⁠⁠⁠mailing list⁠⁠⁠ or visit us at ⁠⁠⁠cambriainvestments.com⁠⁠⁠

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Follow The Idea Farm: ⁠⁠⁠Twitter⁠⁠⁠ | ⁠⁠⁠LinkedIn⁠⁠⁠ | ⁠⁠⁠Instagram⁠⁠⁠ | ⁠⁠⁠Tik Tok⁠⁠⁠

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Interested in sponsoring the show? Email us at ⁠⁠⁠[email protected]⁠
Learn more about your ad choices. Visit megaphone.fm/adchoices

Today's episode features Sahil Mahtani reading ⁠The unstoppable dollar meets the immovable Mr Trump.

Sahil Mahtani is the Director of Ninety One’s Investment Institute. Based in London, he is responsible for macro, thematic and asset allocation research.

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The Best Investment Writing features top research pieces shared via ⁠⁠The Idea Farm⁠⁠ e-mail newsletter. ⁠⁠Subscribe⁠⁠ so you get these sent to you each week.

-----

Follow Meb on ⁠⁠X⁠⁠, ⁠⁠LinkedIn⁠⁠ and ⁠⁠YouTube⁠⁠

For detailed show notes, click ⁠⁠here⁠⁠

To learn more about our funds and follow us, subscribe to our ⁠⁠mailing list⁠⁠ or visit us at ⁠⁠cambriainvestments.com⁠⁠

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Follow The Idea Farm: ⁠⁠Twitter⁠⁠ | ⁠⁠LinkedIn⁠⁠ | ⁠⁠Instagram⁠⁠ | ⁠⁠Tik Tok⁠⁠

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Interested in sponsoring the show? Email us at ⁠⁠[email protected]⁠
Learn more about your ad choices. Visit megaphone.fm/adchoices