The Intellectual Edge @thebigideas_
In search of the most valuable investing insights theintellectualedge.substack.com Joined January 2025-
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The Intellectual Edge retweeted
ROIC is important, but don't forget to reinvest your cash flows... you must take on risk to compound Excellent piece showing why incentives can lead to over-conservatism amongst managers
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Distorted risk perception has always fascinated me. We view risk inversely to its reality. When prices rise we relax our tolerance for risk, which is odd because a higher price comes with additional risk. From Excess Returns
Investment media is playing a very different game to us long term investors, so why listen to their advice? Love this passage from Excess Returns.
Outcomes are subject to all kinds of randomness and luck, it’s better to analyse your processes if you want real improvement.
The power of accepting your own ignorance—an insight found in Ancient Greece. A nice reminder to acknowledge how little we know.
This is six years old and still incredibly relevant. Such a fantastic conversation. Every time I listen to Marks I learn something new, his thinking is ridiculously clear. @HowardMarksBook @farnamstreet
Buy-and-hold isn’t as easy as it’s made out to be. Snippet from a previous blog
Buybacks as a method of signalling undervaluation are no longer what they once were. This ‘signalling theory’ of undervaluation does however have a few scenarios where it remains true. Knowing the difference between a good and a bad buyback allows you to distinguish between…
Applying science to the art of investing Great piece
Six Ways Companies Mismanage Risk
On streaks: preparation, probability, and skill By Michael Mauboussin
A fascinating value investing syllabus taught by Greenwald, Santos, and Eveillard. Loads to take away into our own investment self-education.
Take a few minutes from your day to listen to Howard Marks discussing risk; It’ll be worth your time, I guarantee it. Full video: youtube.com/watch?v=WXQBUS…
The Intellectual Edge retweeted
Last May, we were on the verge of breaching 250 posts since we started the S-Stack early January 2024. We’re now at 256 blogs, webinars, earnings recaps, and deep dives. A compilation of our 25 most-read articles are now available in a separate blog
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