Here is a list of this week’s best investing reads:
My Berkshire Hathaway Reflections (Farnam Street)
The U.S. Stock Market’s Impressive Outperformance May Be Coming To An End (The Felder Report)
More Than Never. Less Than Always (A Wealth of Common Sense)
The Most Hated Tax Cut Ever? (The Reformed Broker)
The What-Ifs (The Irrelevant Investor)
Buffett at his Best (csinvesting)
Some Things I’m Pretty Sure About (Collaborative Fund)
My Interview with Farnam Street’s Shane Parrish (Safal Niveshak)
Whirlwinds of Speculation (H/T Jason Zweig on Twitter)
The Facebook Feeding Frenzy: Time for a Pause! (Musings on Markets)
The Marketing Genius of the Toothpick King (H/T Ian Cassel on Twitter)
Why All My Books Are Now Free (aka A Lesson in Amazon Money Laundering) (Meb Faber)
Protect & Participate: Managing Drawdowns with Trend Following (Flirting with Models)
Why 2018 in Markets Feels So Awful (Bloomberg)
Peter Kaufman on The Multidisciplinary Approach to Thinking (Latticework Investing)
Six precepts every investor should remember (The Economist)
Common Misconceptions About Investing (Momentum Investing)
How Marty Whitman Beat the Market (Barron’s)
Detailed Presentation on Rescuing and Revitalizing Xerox (Carl Icahn)
Lump-Sum Investing Is the Best Strategy, Except Now (Bloomberg)
In the Land of the Lost (Of Dollars and Data)
Business Lessons from Mark Leonard (Constellation Software) (25iq)
Bill Miller Q1 2018 Market Commentary (Dataroma)
This week’s best investing research reads:
Assessing Value in the Digital Economy (CFA Institute)
Two of the Most Important Investing Paragraphs We Have Ever Read (Advisor Perspectives)
Bond Investing: Reach for Safety (Alpha Architect)
This week’s best investing podcasts:
Some Things We Learned (Ben Carlson & Michael Batnick)
Reality Check? The Case for Stocks (Adventures in Finance)
Radio Show: The “Stay Rich” Portfolio… A Senator Wants to Ban Share Repurchases… and Listener Q&A (Meb Faber)
Shark Tank with Thatcher Bell and Taylor Greene (Patrick O’Shaughnessy)
Value Traps and How To Avoid Them (Geoff Gannon & Andrew Kuhn)
The Benefits of ESOPs for Business Owners and Investment Advisors (Wes Gray)
The Bitcoin Debate (part 2) w/ Tuur Demeester & Erik Townsend (Preston Pysh & Stig Brodersen)
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