This Week’s Best Investing Reads
Thursday, April 26, 2018 · Johnny Hopkins
Here is a list of this week’s best investing reads:
50 Ways The World is Getting Better (A Wealth of Common Sense)
How? (The Irrelevant Investor)
How The Flattening Yield Curve Could Lead To A Bear Market For Stocks (The Felder Report)
We Only Get to Experience One Version of Reality (The Reformed Broker)
Go Fast and Break Things: The Difference Between Reversible and Irreversible Decisions (Farnam Street)
Joel Greenblatt – A Legendary Value Investor Mixes Passive With Active (Wealthtrack)
Bitcoin: the World’s Largest Pump and Dump in History. Who Knew? (csinvesting)
Happiness & The Gorilla (Scott Galloway)
Casualties of Your Own Success (Collaborative Fund)
What will equity returns be for the next 10 years? (Zen Investor)
Linear Thinking in a Nonlinear World (Harvard Business Review)
Baseball & Waiting for the Fat Pitch (Frank K Martin)
Visualizing risk, return, and time (Daniel P Egan)
Negative Equity, Veiled Value, and the Erosion of Price-to-Book (OSAM)
Another Reason Why Investing in a Good Business Makes Sense (Greg Speicher)
Netflix: The Future of Entertainment or House of Cards? (Musings on Markets)
The Story of Private Capital Management and How Money Flows Through The Stock Market Daily (Medium)
One Young Harvard Grad’s Quixotic Quest to Disrupt Private Equity (H/T James O’Shaughnessy on Twitter)
Be Careful What You Choose (Of Dollars and Data)
Valuations for private and public companies are narrowing (Financial Times)
How Not to Bet (Safal Niveshak)
How Hedge Funds Hide (Institutional Investor)
This week’s best investing research reads:
Yes It’s A Bubble. So What? (Rob Arnott)
The Enduring Appeal of Tobacco Stocks (Fortune Financial)
Portfolio Concentration: How Much Is Optimal? (CFA Institute)
More Market Turbulence: Risks Are Rising (Advisor Perspectives)
The World’s Longest Multi-Asset Momentum Investing Backtest! (Alpha Architect)
This week’s best investing podcasts:
The Art of Letting Other People Have Your Way: Negotiating Secrets from Chris Voss (Shane Parrish)
Arianna Simpson – They Crypto Landscape (Patrick O’Shaughnessy)
The Asset Allocation Pyramid (Meb Faber)
The Collaborative Podcast (Ben Carlson & Michael Batnick)
Researching a Stock and Reading a 10k (Geoff Gannon & Andrew Kuhn)
The Culture Code W/ Daniel Coyle (Preston Pysh & Stig Brodersen)
This week’s best investing tweets:
This is great, from Sam Zell: https://t.co/MbMakFdorr
— Tobias Carlisle (@Greenbackd) April 23, 2018
If you like sleuth-investing stories with an actionable stock pick, this is a good one: “The Curious Case Of The California Orchard Company” by @ScottMONEYHall https://t.co/Gt0STamQuR
— Tobias Carlisle (@Greenbackd) April 25, 2018
Holy cow!
Sturgeons Law + Bayes Law means a system with 90% accuracy will still have ONLY 50/50 odds of selecting a good investment (thread): https://t.co/fbi2682KF8
— Tobias Carlisle (@Greenbackd) April 26, 2018
Good thread on accounting versus cash earnings: https://t.co/rWlGEcZzRU
— Tobias Carlisle (@Greenbackd) April 26, 2018