Here’s a list of this week’s best investing reads:
Ser Jamie (The Reformed Broker)
Trillion Dollar Toppers: Market Triggers, Value Drivers and Pricing Catalysts! (Aswath Damodaran)
Is Software Eating Value Investing (A Wealth of Common Sense)
Long-Term News (Collaborative Fund)
Fraud, Lies, Social Proof, and the Will to Believe: Theranos (csinvesting)
Comprehensive Review of EV/EBITDA (Michael Mauboussin)
Ikigai Is Why You Shouldn’t Be Afraid Of Retirement (Financial Samurai)
When You Lose 99.9%, You’ve Lost More Than Money (Jason Zweig)
Lessons from Lehman Brothers (Market Fox)
Jack Bogle reveals the biggest risk of the next financial crisis and why he’s still investing (CNBC)
CEOs Who Focus On ROIC (Return On Invested Capital) Outperform (Forbes)
Nothing Into Something (Of Dollars and Data)
Three Things I Think I Think – Fatty’s Got Some Opinions (Pragmatic Capitalism)
Of Politics, Biases, and Investing (Safal Niveshak)
The Misleading Lessons of History (Flirting With Models)
Making Private Public (The Irrelevant Investor)
Striking a Chord (Humble Dollar)
THE “Big Bond Short” Illusion (Macro Tourist)
Thematic Value Investing (MOI Global)
How Did Berkshire Hathaway Look in 1975? (Validea)
Warren Buffett on P/E ratios and the future looking different from the present (Value Investing World)
The Incredible Shrinking Hedge Fund (Bloomberg)
Jamie Dimon on the 2008 Financial Crisis (YouTube)
The Makings of a 2020 Recession and Financial Crisis (Advisor Perspectives)
Third Point Capital Letter to the Campbell Soup Company (Third Point)
David Tepper – Putting tariffs on China will impact currencies, but it might be worth it (YouTube)
Edgy Investors Are Retreating From Risky Economies (NY Times)
Liquid Alt Ragnarök? (Cliff Asness)
Investors Should Assume That They Are No Better Than Average (Behavioural Investment)
David Rolfe – Apple’s in a good position with new products (YouTube)
Thinking aloud about China Biologic Products (Bronte Capital)
Risk, Uncertainty and Ignorance in Investing and Business – Lessons from Richard Zeckhauser (25iq)
Big Box Stores Turned Into Empty Spaces (13D Research)
This week’s best investing research reads:
What’s in Your Benchmark? (Alpha Architect)
Chasing Mutual Fund Performance: Follow the Momentum? (CFA Institute)
Is Long Form Research Dead? (Howard Lindzon)
Analysis: How data breaches affect stock market share prices (2018 update) (Comparitech)
Think That Governments Won’t Default? Think Again (Palisade Research)
This week’s best investing podcasts:
Animal Spirits Episode 46: How the Financial Crisis Affected Millennials (Ben Carlson & Michael Batnick)
Kathryn Minshew – How Employers and Employees Should Build Careers (Patrick O’Shaughnessy)
TIP207: Tariffs & China with Richard Duncan (Stig Brodersen & Preston Pysh)
Episode #121: Pim van Vliet, “The Reality Is High-Risk Stocks Earn Low Returns” (Meb Faber)
Fred Hickey On Trusting In Your Own Research And Experience (Jesse Felder)
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