Value Investing Asset Allocation Through The Business Cycle |
- Asset Allocation Through The Business Cycle
- Protect This Subreddit From The Wallstreetbets Lunacy
- PSA: SecurityAnalysis has been taken Private
- Fundamental data sourcing (idea)
- Tweedy Browne: The Historical Tug of War Between Growth and Value
| Asset Allocation Through The Business Cycle Posted: 01 Feb 2021 09:19 PM PST |
| Protect This Subreddit From The Wallstreetbets Lunacy Posted: 01 Feb 2021 06:43 AM PST More and more "short squeeze" idea posts are creeping into this sub, more short seller conspiracy theories are being proliferated here. This is the next QAnon and the buck has to stop here. Where are the moderators? Upvotes don't tell the full story - there are more Wallstreetbets zealots than actual investors. If it means changing the rules of moderation, so be it. But this is starting to get ridiculous. [link] [comments]  |
| PSA: SecurityAnalysis has been taken Private Posted: 01 Feb 2021 07:29 AM PST ~~Given the situation of Wall Streets bets overflow - We've taken the subreddit private. Please comment if you can see this - I have literally no idea how taking a subreddit private works. If you're a current subscriber you should be able to continue to see the subreddit correct? Any discussion on what you think should be done to lessen the inflow from WSB is appreciated. This~~ EDIT We have now put it on restricted. This means only people who are allowed can post. We will be deleting comments that are too WSB-y or low quality. Mods have discretion over this. I think given the inflow please be patient with us. We will likely loosen up when this is over. Thanks for your support! Post quality content and report spam / things that you don't believe should be part of this sub. [link] [comments]  |
| Fundamental data sourcing (idea) Posted: 02 Feb 2021 07:15 AM PST Cheers! This is my first post here and I highly appreciate that the mods were to kind to let me be part of this community. My first post id unfortunately not related to a stock or a thorough analysis of a security, but rather a rant as a non-US investor. I am using finbox excel add in to source the fundamental data, but due to their data provider changing their policy (in other word S&P being greedy again) they will have to stop this service by may this year. Any non-US investor might know that the number of data providers that cover non-US stocks is highly limited and ramps up in costs significantly. It is really annoying to see that the usual suspects change their policies to further reduce the number of options we have. Automatic crawling is far more complicated since every country presents the data I tiny bit differently and with different APIs to access them. I assume a lot of individual investor go right to a companies investor relations and go through the reports on their own and import the numbers they need from the statements and notes. And here is where my idea comes in: A sort of "wiki" for financial data of companies. When you analyse Volkswagen for example and put the numbers from 2000 to 2020 in your excel anyway, why not provide them to the "wiki"? For someone else to access financial statements he has to use "credits" which can be earned by providing or reviewing data to the wiki. This way we ensure people don't just make up numbers quickly. Or you can pay for "credits" so the service can pay its servers. I would love to discuss this idea! I think it would be useful to get out of factsets/s&p/Reuter/Bloomberg for getting reliable date. If you think this does totally not belong here I thoroughly apologize! I confess that this is kind of a rant as well, since my excel tool will stop working soonish ;-) Kind regards, LC [link] [comments]  |
| Tweedy Browne: The Historical Tug of War Between Growth and Value Posted: 01 Feb 2021 02:46 PM PST The graph highlights the historic changes of leadership between growth and value stocks held in the MSCI World Index from 1974 to 2020 (inclusive). My view: It's interesting that growth stocks outperform before value stocks do. Especially prominent during the dot-com bubble. [link] [comments]  |
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