Fully Invested
Subscribe
Sign in
Home
Archive
About
Latest
Top
Discussions
Skewed indices and should value investors really care about company size?
It would be easy to look at the 15.7% year-to-date rise on the S&P 500 and start wondering whether 2022 was just another blip.
Jun 16, 2023
•
Ben Hobson
Share this post
Fully Invested
Skewed indices and should value investors really care about company size?
Copy link
Facebook
Email
Notes
More
Fees wreck returns, Dan Rasmussen, tech rebound, European markets and growth looking up
The best investment research, blogs and podcasts
Jun 9, 2023
•
Ben Hobson
2
Share this post
Fully Invested
Fees wreck returns, Dan Rasmussen, tech rebound, European markets and growth looking up
Copy link
Facebook
Email
Notes
More
May 2023
Small-caps, UK value, diversification, terrible decisions and the gold price
The best investment research, blogs and podcasts
May 19, 2023
•
Ben Hobson
4
Share this post
Fully Invested
Small-caps, UK value, diversification, terrible decisions and the gold price
Copy link
Facebook
Email
Notes
More
April 2023
The state of value, Ben Inker and defensive strategies
The best investment research, blogs and podcasts this week
Apr 28, 2023
•
Ben Hobson
3
Share this post
Fully Invested
The state of value, Ben Inker and defensive strategies
Copy link
Facebook
Email
Notes
More
What to expect in Q2, dividend strategies, 100 baggers with Chris Mayer, and quality/value with John Rosier
The best investment research, blogs and podcasts this week
Apr 14, 2023
•
Ben Hobson
3
Share this post
Fully Invested
What to expect in Q2, dividend strategies, 100 baggers with Chris Mayer, and quality/value with John Rosier
Copy link
Facebook
Email
Notes
More
EPS forecasts, dividend growth, Chris Boxall and factor performance
The best investment research, blogs and podcasts this week
Apr 7, 2023
•
Ben Hobson
1
Share this post
Fully Invested
EPS forecasts, dividend growth, Chris Boxall and factor performance
Copy link
Facebook
Email
Notes
More
March 2023
End of history, probabilities, David Einhorn and the death of value?
The best investment research, blogs and podcasts this week
Mar 31, 2023
•
Ben Hobson
3
Share this post
Fully Invested
End of history, probabilities, David Einhorn and the death of value?
Copy link
Facebook
Email
Notes
More
Insider buying, Cliff Asness, value and behaviour, banks and sectors to watch
Director dealings are one of those data points that can sometimes spark more questions than answers.
Mar 24, 2023
•
Ben Hobson
1
Share this post
Fully Invested
Insider buying, Cliff Asness, value and behaviour, banks and sectors to watch
Copy link
Facebook
Email
Notes
More
Bank crises, (new) themes for 2023, risk and return, and figuring out quality
The best investment research, blogs and podcasts this week
Mar 17, 2023
•
Ben Hobson
2
Share this post
Fully Invested
Bank crises, (new) themes for 2023, risk and return, and figuring out quality
Copy link
Facebook
Email
Notes
More
Ben Graham, superbubbles, ESG and AI chatbot analysts
The best investment research, blogs and podcasts this week
Mar 10, 2023
•
Ben Hobson
2
Share this post
Fully Invested
Ben Graham, superbubbles, ESG and AI chatbot analysts
Copy link
Facebook
Email
Notes
More
Buffett’s letter, forecasts and recency bias, and the right type of value
The best investment research, blogs and podcasts this week
Mar 3, 2023
•
Ben Hobson
2
Share this post
Fully Invested
Buffett’s letter, forecasts and recency bias, and the right type of value
Copy link
Facebook
Email
Notes
More
February 2023
Football managers, small-caps, stock picking, dividends and Ray Dalio
The best investment research, blogs and podcasts this week
Feb 24, 2023
•
Ben Hobson
2
Share this post
Fully Invested
Football managers, small-caps, stock picking, dividends and Ray Dalio
Copy link
Facebook
Email
Notes
More
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts