This Week’s Best Investing Reads 4/12/2019

Johnny HopkinsValue Investing NewsLeave a Comment

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

You Have To Live It To Believe It (Collaborative Fund)

Current Events (csinvesting)

Aswath Damodaran – Lyft overvalued here, according to the dean of valuation (YouTube)

Five Crashes (Humble Dollar)

Danger Zone: Traditional Value Investors (Forbes)

Investing In Shipping Stocks: Lessons From Walter Schloss (Macro Ops)

Josh Brown: How I Explain The Stock Market vs The Economy (CNBC)

Amazon 2018 Shareholder Letter (Amazon)

Can This Market Go Higher Still? (TraderFeed)

Smart People Saying Smart Things (The Irrelevant Investor)

This Bull Market Has No Expiration Date (Barron’s)

Dividends Don’t Matter As Much As They Used To (A Wealth of Common Sense)

Hedge fund Renaissance pulls back on hunt for market trends (FT)

Are Things Getting Better or Worse? (The Reformed Broker)

The Most Pervasive Valuation Extreme In Stock Market History (The Felder Report)

Leveraging Luck (MicroCap Club)

Nothing is Safe (Of Dollars and Data)

Ray Dalio says wealth inequality is a national emergency (Sixty Minutes)

The Inverted Yield Curve Deserves Better Scrutiny (Bloomberg)

20 Ideas That Changed My Life (Safal Niveshak)

2 Secrets to Beating the Market. Great Value Investor Joel Greenblatt Explains (WealthTrack)

You Pay for Netflix and Spotify Monthly. What About Financial Planning? (Jason Zweig)

In Search of Temperament V – Probabilistic Thinking (Market Fox)

O’Shaughnessy Quarterly Investor Letter Q1 2019 (OAM)

How I Generate Investment Ideas (CFA Institute)

Value Investing Will Beat Growth Again — but Maybe Not for Years to Come (Barron’s)

Yale CIO David Swensen on 3 Basic Tools for Investors (Ted Seides)

Buffett and Munger: Some IPOs Might Be Attractive, but Not for Us (GuruFocus)

Revisiting The Weird Portfolio (Flirting with Models)

A Behavioural Finance Toolkit: Six Steps to Better Investment Decision Making (Behavioural Investment)

The problem of decision choice – Investors don’t look at enough alternatives (Mark Rzepczynski)

Sports and Investing (MOI Global)


This week’s best investing research reads:

Annualized Returns By Asset Class From 1999 – 2018 (Financial Samurai)

Is The Stock Market Right To Rally In Q1 2019? (UPFINA)

“This Time Isn’t Different”: Why an Inverted Yield Curve Really Matters (Speculators Anonymous)

Another Successful Multiple Signal Validation (Price Action Lab)

Equity Investing When Turbocharged Growth Is Gone (Advisor Perspectives)

The Momentum of News (Alpha Architect)


This week’s best investing podcasts:

Why Stock Investors Shouldn’t Watch Business TV (Vitaliy Katsenelson)

Value Investing Legend Sanjay Bakshi (The Investors Podcast)

Episode 76: Money Makes Money (Animal Spirits)

Michael Lewis Discusses the Culture of Finance (Masters In Business)

(Ep.5) Phil Bak of Exponential ETFs – How Reverse Cap Beats The Market (Cap) (The Acquirers Podcast)

Launch Day for The Great Mental Models: Volume 1 (The Knowledge Project)

(Ep. 127) Geoffrey Batt – The Nature of Transformational Returns (Invest Like The Best)

Episode #150: Bill Smead, “The United States Economy Is Highly Likely To Be The Strongest The Next 10 Years It’s Been Since The Baby Boomers Went Through The 30 to 45-Year-Old Age Range” (Meb Faber)

Why Book Value Doesn’t Matter, How to Find Cheaper Peers of Expensive U.S. Stocks, and How to Form a Fast Opinion about a New Stock (Focused Compounding)

Jim Pettit: Much More to Find in the Golden Triangle (Palisade Radio)

Ed Boyden on Minding your Brain (Conversations With Tyler)


This week’s best investing chart:

How Macro Trends Shape The Market’s Future (Visual Capitalist)

U.S. Global Macro Trends

(Source: Visual Capitalist)

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