This Week’s Best Investing Reads 11/16/2018

Johnny HopkinsValue Investing NewsLeave a Comment

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

How This All Happened (Collaborative Fund)

Defensive Decision Making: What IS Best v. What LOOKS Best (Farnam Street)

Family Inc. (Humble Dollar)

Playing with Fire (The Reformed Broker)

What If You Retire At a Stock Market Peak? (A Wealth of Common Sense)

Why Warren Buffett Would Be Buying Precious Metals Again Today (If He Could) (The Felder Report)

Ray Dalio – What are the most important habits to build? (LinkedIn)

The GE End Game: Bataan Death March or Turnaround Play? (Aswath Damodaran)

Jeff Bezos to employees: ‘One day, Amazon will fail’ but our job is to delay it as long as possible (CNBC)

These Are the Goods (The Irrelevant Investor)

The Old Gods and the New (Of Dollars & Data)

Zoom Out, Baby, Zoom Out (Safal Niveshak)

Mohnish Pabrai – Keynote Speech at Annual Morningstar India Conference – Oct. 24, 2018 (Chai with Pabrai)

Sears’s Edward Lampert Was a Wizard. Now He’s Coming to Terms With Failure (NY Times)

One Expert’s Opinion (Jamie Catherwood)

Project Punch Card Investment Event December 7th in NYC–Hurry! (csinvesting)

Quick Takes – Key Insights From Swedroe, Asness & Gray (Validea)

CNBC’s full exclusive interview with Liberty Media chairman (CNBC)

50 Cent versus Kanye: Should Fiddy have used the Objectives and Key Results (OKR) system? (25iq)

Balance Is Underrated (Intelligent Fanatics)

Soul In The Game (Vitaliy Katsenelson)

Delay, Deny and Deflect: How Facebook’s Leaders Fought Through Crisis (NY Times)

Don’t Make These 5 Investing Mistakes That General Electric Investors Made (Behavioral Value Investor)

The Sicilian Offense (Epsilon Theory)

Twelve Investment Contradictions (Behavioural Investment)

The Pitfalls of Early Success – A Personal History (The Rational Walk)

Discretionary Investing in the Age of Artificial Intelligence (CFA Institute)

EURN or You’re Out (Barel Karsan)

Has the “Everything Bubble” begun to deflate everything? (13D Research)

This week’s best investing research:

Factor Investing Fact Check: Are Value and Momentum Dead? (Alpha Architect)

The Yield is Gravity (Flirting with Models)

Part 3: Keynes Beauty-Contest, Roundabout Investing, & Second-Level Thinking (Palisade Research)

Ambiguous Statistics and Esoteric Quant Analysis (Price Action Lab)

2019 Global Economic Recession Or Just A Slowdown? (UPFINA)

No diversification in Mudville – Time to try different risk premia styles (mrzepczynski)

How Rising Interest Rates Affect REIT Price Performance: Not As Bad As You Think (Financial Samurai)

Technology Companies’ Can’t Be Contained by Just One Sector (Advisor Perspectives)

This week’s best investing podcasts:

Michael Lombardi – Leadership Through Football (Ted Seides)

Episode #129: Meb’s Take on Return Expectations, Portfolio Construction, and Practical Market Approaches (Meb Faber)

Cliff Asness – The Past, The Present & Future of Quant (Patrick O’Shaughnessy)

Animal Spirits: How to Create the Perfect Fund (Ben Carlson & Michael Batnick)

Taking Time to Get It Right: My Interview with Award Winning Chef Dan Kluger (Shane Parrish)

TIP216: Commodity Investing w/ Marin Katusa (Stig Brodersen & Preston Pysh)

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