This Week’s Best Investing Reads 5/10/2019

Johnny HopkinsValue Investing NewsLeave a Comment

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

How Compounding Works in the Stock Market (A Wealth of Common Sense)

Charlie Munger on Commission-Based Brokers and Bankers (The Reformed Broker)

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

Deja Vu (csinvesting)

GMO: Your Portfolio Obsession Is Forcing Bad Calls (Institutional Investor)

Renaissance Paragone: An Ancient Tactic for Getting the Most From People (Farnam Street)

A Conversation with NYU Professor Aswath Damodaran (ElmPartners)

Warren Buffett, Charlie Munger & Bill Gates Interview (Market Folly)

‘Temporary Insanity’ Returns To Wall Street (The Felder Report)

Five Questions: Factor Investing with Jim O’Shaughnessy (Validea)

A Quirk of the Calendar Is Messing With Stocks (NY Times)

Imagining a Different World (The Irrelevant Investor)

Conquering FOPA: The Fear Of Other People’s Approval (Financial Samurai)

Manage Risk, Don’t Fear It (Morningstar)

When Does Market Timing Work? (Of Dollars and Data)

Farewell Money (Humble Dollar)

How To Know When To Sell A Dividend Stock (Dividend Growth Stocks)

Why Warren Buffett buying Amazon stock means traditional value investing is dead (Yahoo Finance)

Option-Based Strategies: Opt In or Opt Out? (CFA Institute)

Active investors are overweight oligopolists (FT)

One Group Will Be Spectacularly Wrong (Macro Tourist)

Berkshire Takes Tax Hit as Victim of ‘Ponzi-Type’ Solar Scheme (Bloomberg)

Stop Worrying about Your Portfolio (Advisor Perspectives)

Corporate Takeover (Dana Lyons)

Charlie Munger Interview (Yahoo Finance)

The Peculiar Blindness of Experts (The Atlantic)

Visualizing the Unicorn Landscape in 2019 (Visual Capitalist)

2018 Morningstar Fee Study Finds That Fund Prices Continue to Decline (Morningstar)

Risk Management – Controlling what you have not thought of (Mark Rzepczynski)

Four Key Principles I Learned Playing The Markets Over The Last Decade (Speculators Anonymous)


This week’s best investing research reads:

Are ETFs Really Crushing Mutual Funds? (Alpha Architect)

Tactical Portable Beta (Flirting With Models)

How Much Stock Market Would Crash Without Stock Buybacks? (UPFINA)

Untangling How Index Providers Break Down the Market by Size (Morningstar)

Quantitative Analysis of S&P 500 Price Action – May 1, 2019 (Price Action Lab)

What a Difference a Few Weeks Make… (Market Fox)

Weighing the Week Ahead: Should Investors Fear A Market Top? (Dash of Insight)


This week’s best investing podcasts:

Value Investing With Mohnish Pabrai (The Investors Podcast)

Ep. 81: The Rorschach Test (Animal Spirits)

Ep.131 – Stephanie Cohen – The Evolution of M&A and Corporate Strategy (Invest Like the Best)

Episode #154: Frank Curzio, “You Have To Be Able To Adapt To Different Strategies In Different Markets Because They’re Ever Changing” (Meb Faber)

Karl Ove Knausgård on Literary Freedom (Conversations With Tyler)

Ep. 11: ETFs, Manager Wealth, TLH, Value (Compound Your Knowledge)

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