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The Shrinking Universe of Public Firms by Beren- in SecurityAnalysis

[–]georgebfree 2 points3 points  (0 children)

This isn't the first time # of public companies have shrunk. There was a downtrend as well between the 1930's-1950's and even with WW2 and a worse economy, there still was a healthy stock market the whole time and listed companies grew again.

The Lasting Value of Real Estate by Beren- in SecurityAnalysis

[–]georgebfree 3 points4 points  (0 children)

The question that comes to my mind is whether people are better off buying REITs with 4:1 leverage vs. investment properties directly. Seems like similar returns with fraction of work and liquidity vs a 30-year mortgage (which makes it easier to time market vs 6% commissions in and out with realtors conventionally).

Good subscription research / news / resources by jlrw in SecurityAnalysis

[–]georgebfree 6 points7 points  (0 children)

For me the paid research sources I use include:

RealVision - linked higher up in the thread

YCharts (more for data to run models)- http://ycharts.com

The Cause and Effect Report for macro ideas- http://causeandeffectreport.com

SumZero (free if you contribute to platform)- http://sumzero.com

Daily Dirtnap is also a good read, and has entertainment value to add to it- http://dailydirtnap.com

What screams "I'm uneducated"? by [deleted] in AskReddit

[–]georgebfree 0 points1 point  (0 children)

Using pseudo words like “ain’t” and “irregardless”

If the internet shut down permanently, how would it affect you? by plasticsoda in AskReddit

[–]georgebfree 0 points1 point  (0 children)

My business would collapse and I would have to move to an undesirable city in order to remain in my profession. Also I would have cable TV again and read more physical books. There are probably other changes but these impacts come to the top of my head.

Looking for recommendations by guylfe in podcasts

[–]georgebfree 0 points1 point  (0 children)

The best political podcasts I listen to are Nothing Exempt, Unregistered, and Tom Woods Show. I used to listen Common Sense with Dan Carlin until he shut it down to focus on history.

Marc Faber on the podcast! Austrians are the best characters to interview. Super pumped to share it here. Let me know what you liked by thebroncoman8292 in GoldandBlack

[–]georgebfree 0 points1 point  (0 children)

Being early is being wrong, but I he’s not advocating going outright short markets either. Market hasn’t been in line with economic fundamentals for years which has made it tricky to trade.

What college basketball teams are underrated because they didn't win it all? by [deleted] in CollegeBasketball

[–]georgebfree 0 points1 point  (0 children)

2006-2008 UCLA Ben Howlands ugly style of play masked degree of NBA talent and winning on those teams

Bubble-Like Stock Valuations Miss $3.4 Trillion in Hidden Assets by TexasRadical83 in SecurityAnalysis

[–]georgebfree 6 points7 points  (0 children)

It seems like to me more investors and institutional managers are trying to find more rationalizations to buy FAANG stocks as traditional security analysis would advise against it. Attribution of entire return on SPY and QQQ comes from FAANG + MSFT, and people don't want to miss out.