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27 Dec, 4 tweets, 4 min read
We compiled all the Best Investment Writing Volume 5 into one mega episode...enjoy!

Campbell Harvey (@camharvey) & Michele Mazzoleni, Jack Vogel (@jvogs02), Brian Barish, Andrew Patterson, Peter Chiappinelli, Amie Ko, Sean Duffin...

mebfaber.com/2021/12/27/biw…
John Pease, David Blitz, Guido Baltussen (@BaltussenGuido), Pim van Vliet (@paradoxinvestor), Vineer Bhansali (@longtailalpha), Larry Siegel (@LaurenceBSiegel), Dan Rasmussen (@verdadcap), Amie Ko, Sean Duffin, Greg Obenshain (@GregObenshain), John Pease, David Blitz,
Guido Baltussen (@BaltussenGuido), Pim van Vliet (@paradoxinvestor), Vineer Bhansali (@longtailalpha), Larry Siegel (@LaurenceBSiegel), Dan Rasmussen (@verdadcap), & Greg Obenshain (@GregObenshain)
Sponsored by @GiveWell ... I did!

Donate at givewell.org and mention The Meb Faber Show to have your donation matched up to $250.

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More from @MebFaber

Meb Faber Profile picture
15 Dec
If you're looking for some holiday gifts, why not check out a kick ass startup?

Big discounts in our gift guide!

(UGLYMEB is still my favorite code)

mebfaber.com/mebs-deals/
Check out real time blood glucose with @nutrisenseio

Code MEB for $50 off your first month for new members

nutrisense.io
I'm warning you, this is fun (and addictive)...stock up on some killer wine with free upgrades at @UCellar !

Code MEB for $100 off first purchase of $150 or more

undergroundcellar.com
Read 19 tweets
Meb Faber Profile picture
14 Dec
This isn't specific to ARK, but an Iron Law of investing....don't chase short term performance!

background

more

Read 4 tweets
Meb Faber Profile picture
14 Dec
The top 20 investment podcasts of 2021!

My team ranked them out of the full 200 list (and included two of mine, see if y'all agree with the choices...)

More gems in the below lists than in an MBA. And it's free.

Enjoy!

open.spotify.com/playlist/4exRc…
Here is the full 2021 list:

open.spotify.com/playlist/4UEdc…
2020:

open.spotify.com/playlist/1vxq5…
Read 9 tweets
Meb Faber Profile picture
8 Dec
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!
Read 4 tweets
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

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