This Week’s Best Investing Reads 3/29/2019

Johnny HopkinsValue Investing NewsLeave a Comment

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

In the face of adversity, are you a Guernsey or a Brahman? (Farnam Street)

ROCE-Growth Matrix, and Few Potential Wealth Creators (Safal Niveshak)

One more elephant for Berkshire? (The Reformed Broker)

Spotting Investment Opportunities In Out Of Favor Industries (Forbes)

2019 Ivey Value Investing Classes Guest Speaker: Guy Gottfried (YouTube)

The Perfect Track Record (The Irrelevant Investor)

When Everything Declines at Once (Morningstar)

151 Trading Strategies (papers.ssrn)

The Big Short’s Steve Eisman raises bets against Canadian banks (FT)

Never Confuse Luck With Smart Investing (Bloomberg)

In Defense of Complexity (bps and pieces)

Jamie Dimon: CEOs optimistic about business outlook (CNBC)

No Laws, Only Tendencies (Of Dollars and Data)

The Dilemma Facing a $358 Billion Investing Giant (Jason Zweig)

Majority of highest-earning hedge fund managers and traders are at quant firms (Mathinvestor)

Pershing Square 2018 Annual Report (Pershing Square)

Cost of Smart Beta Leads to Distorted Investor Expectations (Validea)

Want to Be a Better Investor? Stop Staring at Your Portfolio (Vitaliy Katsenelson)

The Value of “Overvalued” Stocks (MOI Global)

How Often Is It a Stock-Picker’s Market? (A Wealth of Common Sense)

Time Dilation (Flirting With Models)

We Are All Active Managers (Above The Market)

Different Kinds of Information (Collaborative Fund)

Thinking about trade BAIT – Where is your advantage? (Mark Rzepczynski)


This week’s best investing research reads:

Industry Insiders Can Outperform the Market (Alpha Architect)

The Yield Curve Fully Inverts: Average Stock Market Returns, Recession Risk & Rate Cut Probabilities (UPFINA)

The Currency Market Is Positioned For A Minsky Moment (Speculators Anonymous)

How to Increase Yield Using Covered Calls (Sure Dividend)

Dealing with Conflicting Market Signals (Price Action Lab)

Danielle DiMartino Booth: Now is a Pivotal Time for Gold Investors (Palisade Research)

Yield Curve Inversion: Evaluating the Risk (Advisor Perspectives)

The Discovering Markets Hypothesis (DMH) (CFA Institute)


This week’s best investing podcasts:

Aswath Damodaran Part 1 & 2 (Futurebuilders Podcast)

Animal Spirits Episode 74: Footing the Bill (Animal Spirits)

TIP235: Gold Miners and Other Commodity Companies w/ Marin Katusa (The Investors Podcast)

Jordi Visser – Next Generation of Manager Allocation (EP.92) (Ted Seides)

Michael Mauboussin – The Four Sources of Alpha (Invest Like The Best)

Emily Wilson on Translations and Language (Coversations With Tyler)

Episode #148: Paul Lountzis, “The Qualitative Characteristics Are Becoming Significantly More Meaningful And More Important In Company Analysis” (Meb Faber)


This week’s best investing chart:

What Style Are Investors Chasing Today? Growth!

(Source: Research Affiliates)

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