The hottest Value investing Substack posts right now

And their main takeaways
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Weekend thoughts: investing advice (not financial advice!) for non-investors

Yet Another Value Blog • 1513 implied HN points • 13 Jan 24
💰 Finance Investing Stocks Index funds Accounting Value investing
  1. Investing in low-cost index funds can be a smart choice for non-investors.
  2. Trying to outperform the market with individual stock trading is challenging and can be risky.
  3. It's important to learn the basics, understand finding an edge, and align investments with expertise when pursuing investing as a hobby.

Links - 01/09/2024

Value Investing World • 452 implied HN points • 10 Jan 24
💰 Finance Investing Stocks Podcasts Value investing
  1. In times of easy money, people tend to take risky investments over maintaining high standards.
  2. Choosing to abstain from risky investments and herd behavior requires uncommon strength.
  3. Check out valuable investment insights from sources like Howard Marks, Boyar Research, Mohnish Pabrai, and Fundsmith's annual letter.

Value Investing Substack Portfolio Review | Annual Letter 2023

Value Investing Substack • 373 implied HN points • 14 Jan 24
💰 Finance Investing Stocks Financial Analysis Value investing
  1. The VIS Portfolio outperformed the S&P 500 both in up and down years, showing it's a zero-correlation portfolio.
  2. By focusing on undervalued stocks, the VIS Portfolio achieved similar or higher upside than the S&P 500 with lower downside risk.
  3. The VIS Portfolio has consistently beaten the S&P 500 across different time periods, showcasing the effectiveness of the value investing strategy.
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Value Investors: How To "Buy & Hold" Forever Despite ST Volatility

Value Investing Substack • 294 implied HN points • 25 Jun 23
💰 Finance Investing Portfolio Management Value investing Market volatility Risk management
  1. Value investors can create a low-volatility portfolio by combining Factor Investing with Value Investing
  2. Implementing a diversified portfolio of 20 stocks with >1:3 risk:reward can provide a 15% CAGR while minimizing downside volatility
  3. Staying disciplined, identifying stocks with high risk:reward ratio, and staying in cash until finding suitable opportunities are key strategies for value investors

Finding The Next Warren Buffett-Style Investment: Chris DeMuth

QTR’s Fringe Finance • 12 implied HN points • 28 Feb 24
💰 Finance Investment Stocks Hedge Funds Value investing Financial advice
  1. Chris DeMuth Jr. aims to find hidden value in investments rather than seeking stock picking grandeur like Warren Buffett.
  2. Warren Buffett's successful investments with Berkshire Hathaway have resulted in substantial gains over the years, dwarfing many other financial endeavors.
  3. Investors have benefitted immensely by sticking with Warren Buffett over the long term, showcasing the power of patience and consistent investment strategies.

What Are The Dangers And Rewards Of Doubling Down On Your Investments?

Behavioral Value Investor • 89 implied HN points • 30 Apr 23
💰 Finance Investments Risk management Behavioral Finance Value investing Financial Markets
  1. Doubling down on investments can be risky, make sure to assess potential downsides.
  2. Even successful investors can make mistakes and suffer losses by doubling down.
  3. Before doubling down on an investment, consider factors like financial leverage, funding requirements, and management strength.