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Shannon's Demon
The most important investing idea you've never heard of
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The problem with averages
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The 1%
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Value Investing
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International Diversification
Importance of investing outside your home market.
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The problem with averages
Kelly Criterion and Portfolio Allocation
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How safe are stocks in the long run?
Evaluating data from 39 developed countries over 150+ years
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8
Corporate Insider Trading
All animals are equal, but some are more equal than others.
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Investing in moats
Do economic moats convert to excess shareholder value?
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A sober look at ChatGPT for stock trading
If it's too good to be true, it usually is.
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Ideastorm #6
Total shareholder returns, optimal rebalancing strategy, cost of stock picking, and more...
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Academic research to actionable insights | Curated financial research and market analysis
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Liberty’s Highlights
Liberty
Doomberg
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Doomberg
Letters from Larry: U.S & China Investment Strategy
Letters from Larry: U.S & China Investment Strategy
Larry Cheung, CFA
Stock Market Nerd
Stock Market Nerd
Brad Freeman
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