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Meb Faber Profile picture
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8 Dec, 4 tweets, 2 min read
Fun podcast today with @JonFell73!

Consumer staples and tobacco, current valuations, factor profiles, return drivers, and the impact of ESG.

mebfaber.com/2021/12/08/e37…
Here's a fun clip from the show:
Sponsored by @MasterworksIO - visit masterworks.io/meb to skip their wait list today!
Can subscribe to the show here

podcasts.apple.com/us/podcast/the…

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More from @MebFaber

Meb Faber Profile picture
8 Dec
Thought it would be fun to outline some of my favorite startups from 2021.

If you're looking to get into angel investing, here is the background post:

mebfaber.com/2021/07/01/jou…
This is timely, as one of my very first angel investments back in 2015 announced this week they are going public. It's a kick ass company called @grovecollab and you can find an old podcast here...

mebfaber.com/2020/07/13/epi…
This isn't a humblebrag tweet (every early investor has tons of losers and most startups will likely fail), but hopefully the blog and thread lets you know angel investing is practical at small amounts too. (My Grove investment was $5k at <$20m. Combined SPAC is $1.5B if final)
Read 20 tweets
Meb Faber Profile picture
12 Nov
We sent a fun email to our investors at the start of the year called:

"Totally (Not) Crushing It"

With stocks at all-time highs, (and investor hubris likewise), we thought it would be instructive to profile a TERRIBLE performing strategy...

I'll summarize below...
Since I can't talk much about our ETFs on twitter, we'll just talk strategy...the old white paper detailing methodology here, don't laugh at my picture:

mebfaber.com/wp-content/upl…
PS you can sign up for future emails and letters below that gets a lot more into my "day" job:

Cambria email list:

eepurl.com/6kyPz
Read 45 tweets
Meb Faber Profile picture
25 Oct
Today we welcome @SethS_D author of one of my favorite books "Everybody Lies" and the upcoming "Don't Trust Your Gut".

We chat sexual preferences, racism, abortion, finding a spouse, living healthier, and being happier.

Don't miss!

mebfaber.com/2021/10/25/e36…
Buy the book here:

amazon.com/Everybody-Lies…
And

amazon.com/Dont-Trust-You…
Read 4 tweets
Meb Faber Profile picture
14 Oct
We've published a lot of research over the past 15 years...some insightful, some weird, a lot of cringe.

So I asked my team to try and force rank the top 30 best hits...

(this is their ranking, not mine, so note potential recency bias!)
Everything from asset allocation strategies and global value investing, to farmland investing, to startups, and even whether institutions should be managed by a robot.

With thousands of pieces of content, we thought it was time to sift through them all and try to rank the best!
So here we go, starting with a countdown from 30….what will be the winner at #1?
Read 56 tweets
Meb Faber Profile picture
25 Aug
Who wants some PIZZA?

Today's guest was the CTO of @Microsoft, likes to find T-Rex bones, has a gazillion inventions, CEO of @IVinvents & @ModCuisine, & coauthored 1,700 page pizza book.

One of my favorite chats with the always curious @nathanmyhrvold!

mebfaber.com/2021/08/25/e34… Image
Here's the book....

amzn.to/3klLxOd Image
And here's the mac and cheese recipe I mentioned in the episode...seriously try it amazing

modernistcuisine.com/recipes/silky-…
Read 4 tweets
Meb Faber Profile picture
14 Jul
Couple fun outtakes...

instagram.com/p/CRRq0nSFnoA/…

via @barronsonline
me thinking ok maybe CA taxes worth it... Image
me thinking ok these railings are probably not up to code (that's from the article comments, maybe my favorite comment in a long time)

barrons.com/articles/cambr… Image
Read 4 tweets

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