This Week’s Best Investing Reads 08/24/2018

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

$350 Discount for Acquirer’s Multiple Subscribers – Value Invest New York – Featuring Joel Greenblatt, Howard Marks, Robert Hagstrom, Dave Iben and others

Sometimes (The Reformed Broker)

The Half-Life of Investment Strategies (A Wealth of Common Sense)

People vs. Companies (Collaborative Fund)

Case Study on Managing A Company (csinvesting)

10 Reasons Why It’s Tough to be a True “Intelligent Investor” (Validea)

These Are the Goods (The Irrelevant Investor)

Not enough people are paying attention to this economic trend (Bill Gates)

Why Honor Matters (Farnam Street)

The Fundamental Case For Owning Gold Today (The Felder Report)

Steve Einhorn’s checklist for a bear market – The five things you need to review (mrzepczynski)

How to know when better profit margins aren’t better for your company (McKinsey)

Value Vs. Growth Stocks — Which Will Come Out on Top? (Kiplinger)

Stephen Penman: How to avoid falling into value investing traps (Economic Times)

U.S. value stocks capitalize on ‘FANG’ stumbles, with room to run (The Globe & Mail)

Franklin Templeton – Finding value in complicated times (video) (Morningstar)

David Katz: Market is pretty close to rotating back from growth to value (video) (CNBC)

Baupost’s Tesla Convertible Bonds Are Said to Be Bearish Wager (Bloomberg)

A Hidden Cost Called Rented Suit Liability (Safal Niveshak)

13F Filing Summary: New Issue Just Released (Market Folly)

Paul Singer – Doomsday Investor (Vanity Fair)

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

How Crowded Are Tech Stocks? (CFA Institute)

Facebook and the Challenges of Investing in an Expensive Market (MOI Global)

Happy Hour: Lessons from 2008 (Novel Investor)

How The Rich Get Richer: Strategies For Competing In A Rigged Game (Financial Samurai)

Yes, Your Bull Market Debate is Dumb (Pragmatic Capitalism)

Murray Stahl – FRMO Corp Q2 2018 Letter to Shareholders (FRMO)

Behavioral Investing: Is This Why Value Investing Is Hard? (GuruFocus)

Powerful Partners (Humble Dollar)

JP Morgan says global stock markets are doing something they’ve never done before (CNBC)

Looking past stereotype to the frightening financial reality of millennials. Is America’s biggest generation already “a lost generation”? (13D Research)


This week’s best investing research reads:

Looking at Alternatives? Avoid Complexity and Magical Backtests (Alpha Architect)

Yield Curve Distorted by Fear in Tax-Free Muni Bonds (Bloomberg)

Valuations Aren’t The Main Catalyst Of This Bull Market (UPFINA)

Chart: Coffee – Time to go Long Black? (TopDownCharts)

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

Looking at Alternatives? Avoid Complexity and Magical Backtests (Academic Insights)

Why Are Markets Acting like Recession Is Looming? (Advisor Perspectives)

Constructing a Powerful Profitability Factor: International Evidence (papers.ssrn)

US Stocks: Long, Short and Interesting (lxvresearch)


This week’s best investing podcasts:

Animal Spirits Episode 43: Why Andy Dufresne Would Make a Good Money Manager (Michael Batnick & Ben Carlson)

What You Learn About Business Deals After: 12,000 Deals Reviewed, 1,500 Deep Dives, 125 Site Visits, and 7 Portfolio Companies with Brent Beshore (Patrick O’Shaughnessy)

Episode #118: Radio Show: Record-Setting US Valuations… Emerging Market Opportunities… VC Bad Behavior… and Listener Q&A (Meb Faber)

Thinking About Thinking: My Interview with Tyler Cowen (Shane Parrish)

TIP204: Momentum Investing w/ Dr. Richard Smith (Preston Pysh & Stig Brodersen)

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