This Week’s Best Investing Reads 08/17/2018

Johnny HopkinsValue Investing NewsLeave a Comment

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

The Scapegoat (The Irrelevant Investor)

If You’re a Seller, Sell Now. If You’re a Buyer, Wait. (The Reformed Broker)

8 Questions I’ve Been Pondering (A Wealth of Common Sense)

Joel Greenblatt Mixes Active and Passive In the Same Fund (Barron’s)

You Aren’t Going To Be Right All The Time (MicroCap Club)

The Trajectory of Great Ideas (Collaborative Fund)

Deja Vu In Turkey: Currency Crisis and Corporate Insanity! (Aswath Damodaran)

The Nasdaq Triggers Another Breadth Warning (The Felder Report)

5 Mental Models to Remove (Some of) the Confusion from Parenting (Farnam Street)

What I’ve learned about short selling (Glenn Chan)

Knowing When Your Investment Process Has Failed (Validea)

John Morgan: Operating With An Ace Up His Sleeve (Intelligent Fanatics)

We All Have It Now (Of Dollars and Data)

Latticework of Mental Models: Lollapalooza Effect (Safal Niveshak)

Happy Hour: Wisdom from Ben Graham’s Earliest Writings (Novel Investor)

Would you have found Berkshire Hathaway in 1975? H/T Alpha Ideas (Morningstar)

The 41% Man – Joseph Edelman (Institutional Investor)

Free Course on America’s Great Depression (csinvesting)

Low Fidelity (Humble Dollar)

Oakmark – David Herro Finding Value in International Equity Markets (Oakmark)

Elon Musk’s Funding for Tesla Wasn’t So Secure (Bloomberg)

Jeremy Siegel – Market could either pop 10% or drop 20% depending on China Trade – Video (CNBC)

Facebook’s Story Problem — and Opportunity (Stratechery)

Watch the Leverage! (CFA Institute)

Value Investors Need A Different Playbook When Aiming Small (Forbes)

The Best Research Paper Ever Written on Trading Costs (Alpha Architect)

Are Index Fund Investors More Vulnerable to Bubbles? (Behavioural Investor)

Taking more risk does not guarantee more reward (Monevator)

Veteran Small Cap Value Manager Charlie Dreifus Is Sticking With His Contrarian Risk Averse Approach (WealthTrack)

How Subscription Business Models are Changing Business and Investing (the Microeconomics of Subscriptions) (25iq)

This week’s best investing research reads:

Investing Outside the Box: Evidence from Alternative Vehicles in Private Capital (papers.ssrn)

Factor Exposure: Smart Beta ETFs vs Mutual Funds (Advisor Perspectives)

Relative Valuation Update – US vs EM, Europe, and Foreign Developed (Fortune Financial)

An Analyst Says Asset Allocation “In Serious Decline.” Really? (Capital Spectator)

Graphs worth thinking about for the week – Volatility, uncertainty, and contagion (

A Factor-Based Approach to Disruptor-Based Sectors (Flirting With Models)

The Anatomy of a Crisis: A Strong Dollar and Disappearing Liquidity (Palisade Research)

Is The Fed Model a Good Valuation Tool (Pension Partners)

The U.S. Is Unhealthy (UPFINA)

What You May Be Missing When Evaluating Market Breadth (Andrew Thrasher)

This week’s best investing podcasts:

Animal Spirits Episode 42: Funding Secured (Michael Batnick & Ben Carlson)

Boyd Varty – Track Your Life – (Patrick O’Shaughnessy)

Episode #117: Steve Lockshin, “We Think the Estate and Tax Planning Levers are the Most Important Levers to Push on for Clients” (Meb Faber)

TIP203: Learning From Bilionaire Jack Ma & Alibaba (Preston Pysh & Stig Brodersen)

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