
The original essay collection on crowd opinion as a signal.
Chosen by shared topics, the entries that hold them, and the people who recommended both.
Data showing that low-expectation stocks beat popular ones over the long run.
“all these people really were helpful in forming and getting me involved in investing” — Joel Greenblatt
Source: Masters in Business transcript: Joel Greenblatt (2018)
Recommended by: Joel Greenblatt, Mohnish Pabrai and 1 other
What markets looked like at the US stock bottoms of 1921, 1932, 1949 and 1982.
How Templeton bought maximum pessimism across global markets.
Cycles can't be timed, but knowing where you stand in one lets you adjust risk.
Recommended by: Nat Eliason, Michael Bloomberg
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