Here is a list of this week’s best investing reads:
The Longest Bull Market of All-Time? (The Irrelevant Investor)
What People Will Pay For (The Reformed Broker)
Strategy vs. Tactics: What’s the Difference and Why Does it Matter? (Farnam Street)
If It Sounds Too Good to Be True… (A Wealth of Common Sense)
Value Investors Struggle–What Happened? (csinvesting)
The Dangers of Persistence (Safal Niveshak)
The Heroic Assumptions Behind Today’s Unprecedented Equity Valuations (The Felder Report)
The Privatization of Tesla: Stray Tweet or Game Changing News (Aswath Damodaran)
The Double Edged Sword of Avoiding Value Traps (Valedia)
Rare Charlie Munger and Li Lu Interview – Part I (GuruFocus)
Investing in an Age of Disruption (Intrinsic Investing)
Hidden Costs (Of Dollars and Data)
Why the Most Important Idea in Behavioral Decision-Making Is a Fallacy (Scientific American)
Natural Maniacs (Collaborative Fund)
China Thoughts and the Circle of Competence (Base Hit Investing)
The Oversold Gold Market Creates An Asymmetric Opportunity With This Strategy (Palisade Research)
David Steinberg on Approaches to Deep Value Investing (MOI Global)
“Nobody Ever Got Fired for Buying Vanguard…” Well, Maybe They Should Be? (Meb Faber)
Many Americans Still Feel the Sting of Lost Wealth (Bloomberg)
Rebalance or Rush Hour? (Advisor Perspectives)
A Bearish Market Warning From The Tech Bubble Is Back (CNBC)
Lessons from Michael Batnick (Big Mistakes) (25iq)
I think Buffett is going to scoop up a number of shares of Apple over the next few years (David Rolfe)
Open Letter to Cigna Stockholders (Carl Icahn)
Growth vs. Value: Waiting for GODOT (CFA Institute)
Musk’s Money Mystery Intrigues SEC (Bloomberg)
New Details About Wilbur Ross’ Business Point To Pattern Of Grifting (Forbes)
Q2 2018 Shareholder Letters
Bill Ackman’s Q2 2018 Shareholder Letter (Pershing Square)
Ariel Investments Q2 2018 Shareholder Letter (Ariel Investments)
Brookfield Q2 2018 Shareholder Letter (Brookfield)
This week’s best investing research reads:
The Shrinking Universe of Public Firms (Bureau Economic Research)
Warning: Stock and Bond Correlation Assumptions are Regime Dependent! (Alpha Architect)
Mean Reversion and Bond ETF Returns (Flirting With Models)
Why It’s So Hard To Predict The Next Bear Market (Vanguard Blog)
Momentum Variations (Factor Research)
This week’s best investing podcasts:
Animal Spirits Episode 41: Despite All Logic (Michael Batnick & Ben Carlson)
Face The Factors (Cliff Asness)
Thinking in Algorithms: My Conversation with Ali Almossawi (Shane Parrish)
Just Survive – Meb Faber (Corey Hoffstein)
Ryan Selkis – The Crypto Barbell and Token Curated Registries (Patrick O’Shaughnessy)
TIP202: Renewable Energy Investing w/ Bryan Birsic (Preston Pysh & Stig Brodersen)
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