Here’s a list of this week’s best investing reads:
How to Do Great Things (Farnam Street)
What I Learned From Jack Bogle (A Wealth of Common Sense)
Stock Markets and the Rule of Law (The Reformed Broker)
Caveat Investor? (Cliff Asness)
Buy Low, Buy High (The Irrelevant Investor)
Billionaire Sam Zell Buys Gold for First Time in Bet on Tight Supply (Bloomberg)
Notes From Sohn London Investment Conference (Market Folly)
Back to Class: A Teaching Manifesto! (Aswath Damodaran)
FY-2018: What The Market Gods Giveth, They Also Taketh Away… (Wexboy)
The Worst Possible Environment For Stock Market Investors (The Felder Report)
When It’s Time To Do Something (Collaborative Fund)
What Amazon’s Rise to No. 1 Says About the Stock Market (Jason Zweig)
Beware the Gatekeeper (Of Dollars & Data)
Paul Lountzis on Qualitative Investing and Lessons Learned (MicroCap Club)
Saint Jack (Humble Dollar)
Ray Dalio Sees Investors Ill-Prepared to Weather Next Bear Market (Chief Investment Officer)
Stress and Investing: A 20-Point Checklist (Safal Niveshak)
The Intangible Valuation Renaissance: Five Methods (CFA Institute)
Success is only obvious in hindsight (Oddball Stocks)
Beats & Misses, Seen & Unseen (Vitaliy Katsenelson)
Hedge Fund Baupost Has a Complex $1 Billion Bet on PG&E (Bloomberg)
O’Shaughnessy Quarterly Investor Letter Q4 2018 (OSAM)
i3 Insights: In Search of Temperament II – Contrarianism (Market Fox)
The Quarterly Guidance Trap Bites Apple (The Rational Walk)
What will be the cause of the next recession? (Mark Rzepczynsk)
How To Choose An Investment Manager (Behavioral Value Investor)
An Ode to Crowding (Investment Innovation)
The Myth of Capitalism: Monopolies and the Death of Competition. Jonathan Tepper and Denise Hearn. A review… (Bronte Capital)
This week’s best investing research reads:
Equity investing is Riskier than You Probably Expected (Alpha Architect)
Is Multi-Manager Diversification Worth It? (Flirting with Models)
Stocks Rally, But Fundamentals Get Worse (UPFINA)
High-Yield Credit Spread Blowout (The Macro Tourist)
Flat Yield Curve Inverted in December (Validea)
Anthony Milewski: 2018 Was The Tipping Point For Electric Vehicles (Palisade Research)
Multiple Narratives (Advisor Perspectives)
This week’s best investing podcasts:
Animal Spirits Episode 64: The Richest 50% (Ben Carlson & Michael Batnick)
Michael Duda – Investing In Brands (Patrick O’Shaughnessy)
Winning at the Great Game (Part 2) (Shane Parrish)
TIP225: Billionaire Peter Thiel Lessons Learned (Preston Pysh & Stig Brodersen)
Scott Malpass – The Fighting Irish’s Twelfth Man (Ted Seides)
Episode #138: Yariv Haim, “You Should Never Try To Reassess Your Risk Appetite When Markets Crash” (Meb Faber)
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One Comment on “This Week’s Best Investing Reads 1/18/2019”
outstanding stuff thanks