This Week’s Best Investing Reads 07/27/2018

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Here is a list of this week’s best investing reads:

There’s No Such Thing as Mosquito Week (A Wealth of Common Sense)

Thinking Big and Survivorship Bias (The Irrelevant Investor)

“How do you start a life these days?” (The Reformed Broker)

Why It Might Be A Good Time To Revisit Ray Dalio’s 1937 Analog (The Felder Report)

Would You Have Found Berkshire Hathaway In 1975? (Morningstar)

Earnings Are Booming. Stocks Not So Much (The New York Times)

H1-2018 Wexboy Portfolio Performance (Wexboy)

Time; A Deep Value Investor’s Perspective (csinvesting)

Share Count Confusion: Dilution, Employee Options and Multiple Share Classes! (Aswath Damodaran)

Whatever The Chatter, Corn Keeps Growing (Safal Niveshak)

Innovation Is Changing Hedge Funds (RCM Alternatives)

Real World vs. Book Knowledge (Collaborative Fund)

The Right Place, The Right Time (Of Dollars an Data)

Considerations In Momentum Investing (Validea)

Lessons from Jim O’Shaughnessy (25iq)

Three Ways to Get Paid (Jason Zweig)

Stanley Druckenmiller: “Can we try capitalism? Real capitalism. Give it a chance” (Sovereign Man)

Keynes on money – Do not hold any as a store of value (mrzepczynski.blogspot.com)

Factor Investing Insights You Won’t Hear from Fama and French (Alpha Architect)

Be Rich, Not Famous: The Joy Of Being A Nobody (Financial Samurai)

All of The Above (Humble Dollar)

Oaktree’s Marks: Stocks are probably fairly priced here (video) (YouTube)

3 Lessons For Investors From Jeff Bezos (Morningstar)

Warren Buffett’s message to Omega Advisor’s Leon Cooperman on his departure (video) (YouTube)

Tesla Asks Suppliers for Cash Back to Help Turn a Profit (WSJ)

Alphabet may become the Berkshire Hathaway of the internet age on its massive technology bets (CNBC)

Can Hindsight Bias Be Inherited? (Morningstar)

Berkshire’s Todd Combs Aided Buffett in Showdown Over USG Transaction (Bloomberg)

Just three stocks are responsible for most of the market’s gain this year (CNBC)


This week’s best investing research reads:

Stocks Could Rise For The Next 100 Years (Price Action Lab)

The Future of S&P 500 Dividends Through The End of 2018 (Political Calculations)

Machine Learning, Subset Resampling, and Portfolio Optimization (Flirting With Models)

The Myth of Volatility Drag (Part 2) (CFA Institute)

Extrapolating Growth (Advisor Perspectives)

Dr. Copper and Mr. Market (Pension Partners)

Reminiscences of a Stock Trader (Fervent Finance)

Unique Market Perspectives – Trade Wars, Global Banking and the Housing Market (Value Expectations)


This week’s best investing podcasts:

The Worst 401(k) Advice (Ben Carlson & Michael Batnick)

Our Conversation with Eric Ervin (Corey Hoffstein)

Bethany McLean – Business Gone Bad and the Art of Persistence (Patrick O’Shaughnessy)

David Gladstone, “Farmland Is One of the Most Stable Assets One Can Own” (Meb Faber)

Getting Better by Being Wrong (Share Parrish)

ETFs w/ AI & Deep Learning with Sam Masucci (AIEQ & BIKR) (Preston Pysh & Stig Brodersen)

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