This Week’s Best Investing Reads 11/22/2018

Johnny HopkinsValue Investing NewsLeave a Comment

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

There’s Seldom Any Traffic on the High Road (Farnam Street)

Surveying the Damage in Stocks (A Wealth of Common Sense)

Yards After Contact (The Reformed Broker)

To Succeed In The Markets You Must Become A ‘Second Level Thinker’ (The Felder Report)

Humble Exits (Collaborative Fund)

Price is set at the margin (csinvesting)

A Little Perspective (Humble Dollar)

Timing the Market (The Irrelevant Investor)

Four Things Leonardo da Vinci Can Teach Us About Investing (Of Dollars & Data)

On Writing Better: Getting Started (Jason Zweig)

Why “Many-Model Thinkers” Make Better Decisions (HBR)

Late Cycle Behavior (Broyhill)

Why We Sold Apple Stock (Vitaliy Katsenelson)

When Your Experience Fails You (Validea)

Whitney Tilson – Facebook investors could double their money in three to five years (CNBC)

An Evolve-or-Die Moment for the World’s Great Investors (Fortune)

Pop Quiz, Hotshot (Pragmatic Capitalism)

The Sixteen Silliest (and Most Dangerous) Things People Say About Stock Prices (Safal Niveshak)

An Introduction to the Bridgeburner Mental Model (Intelligent Fanatics)

Interview with Mohnish Pabrai and Guy Spier (Chai With Pabrai)

Don’t Short The QT Hangover (The Macro Tourist)

Jamie Dimon and Warren Buffett Have the Last Laugh on Bitcoin (Bloomberg)

Bill Miller: Market Observations (Miller Value Partners)

Directionally Right and Precisely Wrong (Flirting With Models)

Why It’s Better To Retire In A Bear Market Than In A Bull Market (Financial Samurai)

Value Investing Isn’t Dead Yet, Just Wounded (Knowledge Leaders Capital)

We were recently reminded of an old brain teaser (13D Research)

Dow plunges more than 500 points, erases gain for 2018 (CNBC)

The Scarlet Pimpernel (Barel Karsan)

This week’s best investing research:

Short volatility strategies are extensive and widespread (Alpha Architect)

The Periodic Table of Investments (bps and pieces)

Cash Outperforms Stocks & Bonds First Time Since 1992 (UPFINA)

Low-Vol Strategies Are Not the Same as Value, Profitability (Morningstar)

The Rise of Zombie Stocks – The Dead Versus The Living (All About Alpha)

‘Blowing Up’: How This One Fund Blew Up Overnight – And What We Can Learn From It (Palisade Research)

Can you improve on the 60/40 stock/bond allocation without changing the 60/40 allocation? (mrzepczynsk)

An Unconstrained Approach to Global Bond Investing (CFA Institute)

Why Some Investors Are Looking Again at Gold (Advisor Perspectives)

This week’s best investing podcasts:

Animal Spirits Episode 56: How to Ask the Right Questions (Ben Carlson & Michael Batnick)

Howard Lindzon – Fintech and Trend Following (Patrick O’Shaughnessy)

TIP217: Current Market Conditions & Analysis (Preston Pysh & Stig Brodersen)

Annie Duke – Thinking More in Bets (EP.76) (Ted Seides)

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