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Investing Newsletters
PiggyBack's Newsletter Recommendations. Most cover investing niches. Many cover more or less related aspects of the world that we find interesting. All…
Johan Eklund, CFA
Aug 9, 2022
12
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Investing Newsletters
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Investing Podcasts
PiggyBack's selection of podcast Recommendations. Some well-known, some less so. Most are about investing. (Recommendations)
Johan Eklund, CFA
Jul 19, 2022
7
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Investing Podcasts
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Piggyback Investing
Being a selective copycat is not a bad thing in stock markets. With the launch of PiggyBack, we plan to learn and profit in the process. (PBL #0 2022)
Johan Eklund, CFA
May 30, 2022
8
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Piggyback Investing
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ESG = Emperor Sans Garments(?)
The consensus ESG investing movement provokes an inverse "Anti-ESG" reaction. Human progress through capitalism is a series of messy tradeoffs. Wise…
Johan Eklund, CFA
Sep 21, 2022
6
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ESG = Emperor Sans Garments(?)
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An Original PiggyBack Investor
Robert Heilbrunn went from client and student to investment research associate of Benjamin Graham. In time, Heilbrunn found his edge in piggybacking on…
Johan Eklund, CFA
Aug 15, 2022
6
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An Original PiggyBack Investor
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Beware Of Undercurrents (PiggyBack August 2022 Market Comment)
The stock market's surface lays still after a summer recovery rally. So things are rosy? Not really. Long-term investors face fundamental undercurrent…
Johan Eklund, CFA
Aug 21, 2022
5
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Beware Of Undercurrents (PiggyBack August 2022 Market Comment)
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Buffett's Inflation Bet With The House(s)
Two summers ago Berkshire Hathaway bought century-old Japanese conglomerates. Warren Buffett got a good deal on inflation-protection. (PBL #3 2022)
Johan Eklund, CFA
Jun 28, 2022
3
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Buffett's Inflation Bet With The House(s)
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The Foreign Investor's Advantage
If we start investing like foreigners then good things are cooking elsewhere. Grab a free diversification lunch and more interesting investment menus…
Johan Eklund, CFA
Jul 4, 2022
5
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The Foreign Investor's Advantage
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Shades of Value
An intro to fundamental equity metrics and common definitions in value investing. How well is the accounting grounded in reality? And when are we…
Johan Eklund, CFA
Jun 20, 2022
3
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Shades of Value
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Value Investing 101
Buying low to sell higher sounds easy. When starting value investing can be more challenging in practice. Here is a basic overview of key moving parts…
Johan Eklund, CFA
May 30, 2022
3
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Value Investing 101
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Below Book - Part 2: Screening Cheap
The easiest way to short-list asset discount stocks? Screen. Here is a global June 2022 bargain bin tour. Plus: An Oracle just bought the deepest asset…
Johan Eklund, CFA
Jun 15, 2022
2
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Below Book - Part 2: Screening Cheap
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Below Book - Part 1: Pull To Average
Down is not out when buying stocks below book value. Value investors have learned not to underestimate the pull to average. (PBL #1 2022)
Johan Eklund, CFA
Jun 9, 2022
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Below Book - Part 1: Pull To Average
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