Archive - YWR: Your Weekend Reading

November 2024

YWR: Why does QARV work so well?

It's annoying, but should we just invest in 'Quality'?

Nov 29 •

YWR: Global Factor Model

The Factor model scoured the world and came up with its favorite stocks.

Nov 26 •

YWR: Killer Charts

We go over the charts and uncover a new boom in the making.

Nov 22 •

YWR: SGX, an Exchange Masterclass.

Our pan Asia FOMO play.

Nov 19 •

YWR: 10 Hacks for a Great Investor Mtg.

How to get to the good stuff.

Nov 17 •

YWR: $3.5trn Programmatic Poop Funnel

Do online ads actually work?

Nov 15 •

YWR: Hedge Fund Holdings Analysis

The most non-consensus fund in the world and what they own, plus our monthly data on the Top 21 equity holdings across 344 hedge funds.

Nov 12 •

YWR: Part 1. The Trump 'BOOM!'

How to invest for the Trump presidency. The top 2 beneficiaries are not what you think.

Nov 8 •

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