This Week’s Best Investing Reads 1/25/2019

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

The Biggest Returns (Collaborative Fund)

Samuel Andrews: The Man With the Billion Dollar Ego (Farnam Street)

Pulling In Their Horns (The Reformed Broker)

Diversification is (Almost) Undefeated (A Wealth of Common Sense)

The Investor Seth Klarman, in a Rare Interview, Offers a Warning. Davos Should Listen (The New Yorker)

Is the U.S. Stock Market Bubble Bursting? (GMO)

Why Blaming ‘Algos’ For The Decline Is Really Just An ‘Inverted Stock Tip’ (The Felder Report)

Robert Shiller – ‘Bear Market’ Is an Arbitrary Label, but Using It Can Hurt (The New York Times)

Great Collection of Q4 2018 Shareholder Letters (Dropbox)

In or Out (The Irrelevant Investor)

On Jack Bogle (1929-2019) (Jason Zweig)

The Untold Story of A Self-Made Investing Millionaire (Safal Niveshak)

January 2019 Data Update 5: Hurdle Rates and Costs of Financing (Aswath Damodaran)

CNBC’s Full Interview Eith JP Morgan Chase CEO Jamie Dimon – Davos 2019 (YouTube)

The Road to ETFs (Jamie Catherwood)

Has Value Investing Gone Out of Style? (Wisdom Tree)

Bridgewater’s Pure Alpha ends 2018 with 14.6 pct gain (Reuters)

[Presentation] What Does An Intelligent Fanatic Look Like? (MicroCap Club)

Repeat for Emphasis (Humble Dollar)

This Stable Value Stock Is Built To Weather Market Storms (Vitaliy Katsenelson)

Survival is the Ultimate Performance Measure of a Business (Intelligent Fanatics)

Drawdowns and Portfolio Longevity (Flirting with Models)

Best Way To Short China? (Macro Tourist)

Stock-Pickers Don’t Know How to Sell (Bloomberg)

How to Invest for the Long-Term in a Turbulent Market (Behavioral Value Investor)

Stupidity – Not acting on what is right in front of you (Mark Rzepczynski)

Tesla Model 3 is Brilliant, but very Californian: Grantham (Investment Innovation)

Einhorn’s Greenlight Extends Decline to 34% in Worst Year (Bloomberg)

Owning Quant Funds is Not Easy (Behavioural Investment)


This week’s best investing research reads:

Rankings and Risk-Taking in the Finance Industry (Alpha Architect)

David Skarica: Explosion in Gold Price on the Horizon (Palisade Research)

Some Thoughts on Multi-Factor Investing (Validea)

The Right to Remain Silent: A New Answer to an Old Question (SSRN Papers)

Next Move For The Dollar (UPFINA)

Big Data and Artificial Intelligence in Investment Management: FAQs and Answers (CFA Institute)

Fundamentally Speaking: 2019 Estimates Are Still Too High (Advisor Perspectives)


This week’s best investing podcasts:

Animal Spirits Episode 65: Stay the Course (Ben Carlson & Michael Batnick)

Ron Biscardi – Putting Hedge Funds in Context (EP.83) (Ted Seides)

Eugene Wei – Tech, Media, and Culture (Patrick O’Shaughnessy)

TIP226: Lessons Learned from Billionaire Charles Koch (Preston Pysh & Stig Brodersen)

Episode #139: Taz Turner and Nate Nienhuis, “We’re Really Driving At What We Feel Is The Holy Grail of Cannabis” (Meb Faber)

Josh Wolfe – Inventing the Future (Shane Parrish)

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