Here’s a list of this week’s best investing reads:
Predicting the Future with Bayes’s Theorem (Farnam Street)
Jeff Bezos with David Rubenstein at the Economic Club of Washington DC (The Reformed Broker)
Revisiting the Fall of 2008 (A Wealth of Common Sense)
Fool Me Three Times And I Give Up (Collaborative Fund)
Siegel vs. Shiller: Is the Stock Market Overvalued? (Knowledge@Wharton)
Warren Buffett and Jack Bogle agree on the formula for long-term success: ‘Buy and hold’ (CNBC)
Remembering the 2008 Crisis, and A Few Lessons Learned (Safal Niveshak)
A Historic Divergence In Stock Market Breadth (The Felder Report)
Apple and Amazon at a Trillion $: Looking Back and Looking Forward! (Aswath Damodaran)
Mania to Mania (The Irrelevant Investor)
Value investing: The long-term appeal of the underdog (BlackRock)
It’s key to understand mental investing roadblocks (CNBC)
The top five characteristics of ‘Super investors’ (LiveWire)
A Walking Contradiction – Warren Buffett (realinvestmentadvice)
Personal Lessons Learned Since The 2008 Financial Crisis (Financial Samurai)
How value investing can add value to your money (Economic Times)
How Jim Chanos Uses Cynicism, Chutzpah — and a Secret Twitter Account — to Take on Markets (and Elon Musk) (Institutional Investor)
Twelve Rules (Humble Dollar)
Is Value Investing Ever Going to Make a Comeback? (GuruFocus)
Grant’s Interest Rate Observer – Better at a Discount (broyhillasset.com)
Whitney Tilson On An Introduction to Value Investing (YouTube)
One Decade Later (Of Dollars and Data)
Instilling Fear In Investors Via Charts (Horan Capital)
A Trend Equity Primer (Flirting With Models)
The importance of value investing (Value Research)
How market perceptions affect stock prices (Inquirer.net)
Are the FAANGs Really a Supergroup? (Validea)
Heartland Advisors – Tripped up by a Low Hurdle (Heartland Advisors)
The Australian housing bust: Why this time is different (LT3000)
The End of The Incessant U.S Bid? (Macro Tourist)
10 Years and 10 Lessons from the Financial Crisis (Pragmatic Capitalism)
Alternative Risk Premiums across asset classes are not alike – What has worked and what has not worked (mrzepczynski)
Marijuana Stocks Just Keep Soaring Higher. But Even the Bulls See a Bubble (Barron’s)
Muhlenkamp August 30, 2018 Webcast (muhlenkamp.com)
Who Cares (About ESG) Wins: Asset Owners Step Up (CFA Institute)
The mathematics of maintaining bet size (Albert Bridge Capital)
Bottom-Up, Fundamental Speculators (Medium)
What Does Speculation Look Like… MoviePass, Bitcoin and Tilray (Howard Lindzon)
Business and Investing Lessons from Steve Martin’s Movie The Jerk (25iq)
This week’s best investing research reads:
Leveraged ETFs and Volatility Jumps (Alpha Architect)
Does Short-Term Performance Chasing Work? (Factor Research)
The Trade War Just Started (UPFINA)
This ‘Deflationary’ Bull Markets Ending – And Here’s What’s Coming Next For Investors (Palisade Research)
Today’s financial insanity – Tilray (Divestor)
Quality as a Hedge Against Rising Volatility (Advisor Perspectives)
This week’s best investing podcasts:
Animal Spirits Episode 47: Borrowing From the Future (Ben Carlson & Michael Batnick)
Trail Magic – Lessons from Two Years of the Podcast (Patrick O’Shaughnessy)
The Trust Battery: My Interview with Shopify Founder Tobi Lütke (Shane Parrish)
TIP208: Lessons from Billionaire Mark Cuban (Stig Brodersen & Preston Pysh)
Shiller, Siegel and Greenwood Discuss Valuations, Bubbles and More (Jeremy Schwartz)
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