Can Turtles Fly?

Since getting back into investing, here are some articles I found interesting/worthwhile. Since I'm catching up, some are really old so you may have seen them already (if it is stock ideas or macro themes, pay attention to date it was written). Hope you find them useful. I'm also trying to rebuild my blog and website list. Quite a number of blogs I used to read are gone or don't really cover what I find useful. If anyone has blogs that are worth following (especially anything new started in the last 3 or 4 years), let me know (email me or leave a comment at the bottom). (Recommended) " Should You Buy Net-Nets or 'Desert Island' Stocks? " (Geoff Gannon for GuruFocus ): Good to see Geoff Gannon writing articles again. I probably learn more from Gannon than anyone else on the Internet. Lately, I have been reading through his past articles at GuruFocus and there is always a nugget I pick up from each one. The linked article is one that touches on the in...

Jason Zweig, whom you may remember as the editor of the latest edition of The Intelligent Investor , writes a good series for The Wall Street Journal called The Intelligent Investor. It's generally avaiable for free so I check out his articles once in a while. Zweig appears to be a passive investor; I'm an active investor. Like most passive investors, he also favours wide diversification; in contrast, I'm trying to master concentrated investing. So, I really don't agree with most of what he says and don't find his articles aligned with my thinking. But I still read them for a reason: Zweig generally throws in some unique insights or results of some academic research that is worth pondering regardless of the investment strategy you are pursuing. His article from November 26th is one such case. In it, he mainly talks about how wide diversification is the best strategy and I don't share the same view. But he also mentions something interesting (as usual edits su...