This Week’s Best Investing Reads 09/28/2018

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

Winner Takes it All: How Markets Favor the Few at the Expense of the Many (Farnam Street)

Knowledge vs. Skill (A Wealth of Common Sense)

Dear Future Me (Above The Market)

Make No Mistake (The Reformed Broker)

Meditations on Mortality in Life and Investing (Safal Niveshak)

Value Vs. Growth Stocks: Growth Continues To Crush Value Investing, But This Big Risk Looms (Investor’s Business Daily)

Interview with Warren Buffett’s investment manager Ted Weschler: The recipe for financial success (Business Insider)

The Next Generation (The Irrelevant Investor)

Warren Buffett Has Made a Killing Off China’s Biggest Electric Car Maker (Fortune)

Amazon and Apple at a Trillion $: A Follow-up on Uncertainty and Catalysts! (Aswath Damodaran)

Business and Investing Lessons from Caddyshack (25iq)

Charlie Munger Interview: China’s Weekly on Stocks (Market Folly)

Why You Don’t Know the Price Until You Sell (Of Dollars and Data)

To Every Thing There Is a Season, But Your Portfolio Shouldn’t Turn (Jason Zweig)

Trade Matters But Capital Flows Matter More – The Dollar as a Global Risk Factor (mrzepczynski)

Full interview with JP Morgan’s Jamie Dimon (CNBC)

Why You Shouldn’t Put ALL Your Money into an Index Fund (Charles Sizemore)

The Average Household Net Worth In America Is Huge! (Financial Samurai)

Mario Gabelli’s four T’s: Tariffs, taxes, ten-year treasuries and technology (YouTube)

Large Investors Dive Into Risky Loan Securities (WSJ)

Resideo Spin-off Notes (Geoff Gannon)

First Eagle’s Matt McLennan on Bloomberg TV (feim.com)

Mohnish Pabrai – Columbia Compounding Presentation (YouTube)

‘I wouldn’t be surprised to see another correction,’ long-time bull Jeremy Siegel warns (Yahoo Finance)

Are Investors Over-Indexed? (Seeking Alpha)

Off Target (Humble Dollar)

A U.S. Recession in 2019? (Barron’s)

How The Corporate Debt Bubble Will Destroy The Economy (ValueWalk)

Robert Shiller – Investors need to watch out for earnings volatility (YouTube)

Market Insights from Omega’s Cooperman and Einhorn (Validea)

A business is a depreciating asset (Oddball Stocks)

Liquid Alt Ragnarök? (Condensed) (Cliff’s Perspective)

Are Hedge Fund Managers the Dinosaurs of the Cryptocurrency Era? (Advisor Perspectives)

Cobas Asset Management Q2 2018 Letter (cobasam.com)

Magallanes Value Fund Q2 2018 Letter (magallanesvalue.com)


This week’s best investing research reads:

Value and Momentum and Risk (Alpha Architect)

The Dollar Shortage & China’s Bond Selling Are About To Corner the Fed (Palisade Research)

Decomposing Trend Equity (Flirting With Models)

A brief history of quantitative equity strategies (sr-sv)

Are Future Earnings Estimates Positive Or Negative? (UPFINA)

Accelerated Share Repurchases (ASRs): Managing EPS? (CFA Institute)


This week’s best investing podcasts:

Animal Spirits Episode 48: Looming Disaster (Ben Carlson & Michael Batnick)

Machine Learning in Investing, with Jeremiah Lowin (Patrick O’Shaughnessy)

Episode #123: Fabrice Grinda, “We’re Still at the Very Beginning of the Tech Revolution… We Are Day One” (Meb Faber)

TIP209: Lessons from Billionaire Bill Gates (Stig Brodersen & Preston Pysh)

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