This Week’s Best Investing Reads 8/23/2019

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

Why Complexity Sells (Collaborative Fund)

Learning from other Industries (csinvesting)

The (Not So) Fantastic Four (The Felder Report)

Michael Burry Urges GameStop to Buy Back $238 Million of Stock with Cash on Hand (Scion Capital)

Are Value Stocks Good Value? (Morningstar)

Tesla Has Failed Massively As A Public Company (Forbes)

Value Stocks Trading Lowest Since Dot-Com Bubble (Validea)

Millennials’ Portfolios Should Start to Leave Home (msn)

The risks grow that the passive and algorithmic transformation of equity markets could lead to a crisis (13D Research)

Diversification: A Potential Cure for Emotional Investor Behavior? (Advisor Perspectives)

Warren Buffett Is a Huge Backer of U.S. Banks (WSJ)

How Young Investors Should Think About Yield Curves and Recessions (The Reformed Broker)

Is The United States Turning Japanese? (A Wealth of Common Sense)

The Subtle Nuances of Softbank (Vilaliy Katsenelson)

Why profits matter (and value investing is not dead) (LT3000)

Amazon’s tiny profits, explained (Vox)

Will Corporate Bonds Cause the Next Recession? (w/ Jeff Gundlach) | Real Vision Classics (YouTube)

Warren Buffett’s $50 Billion Apple Investment (Sure Dividend)

How to recession-proof your investment portfolio (FT)

A Few Gentle Thoughts on Journalism (Jason Zweig)

Safal Niveshak, Uncopyrighted (Safal Niveshak)

Greedy, Sloppy, Silly …The IPO Market of 2019 Continues (Howard Lindzon)

The Red Queen of Investing (Of Dollars and Data)

Recession Anxiety Is Real, But Trump Reportedly Sees It As A Conspiracy (Forbes)

Ackman Bets On Berkshire; GE A Bigger Fraud Than Enron? (ValueWalk)

Your Investment Time Horizon Might Be Shorter Than You Think (Behavioural Investment)

The CEOs of nearly 200 companies just said shareholder value is no longer their main objective (Investing)

How Does Warren Buffett Apply His Margin of Safety? (Focused Compounding)

Was Disney Inflating Revenue? (Crossing Wall Street)

I like this “Keynes quote” even if he never said it (Mark Rzepczynski)

The World ‘Twixt Ought To and Is (Epsilon Theory)

Stocks Haven’t Seen The Top Yet? (Dana Lyons)

Investing Lessons from Three Weeks of Fatherhood (bps and pieces)

11 Reasons Why So Many Experts Believe That A US Economic Crisis Is Imminent (ZeroHedge)

Oaktree Announces Second Quarter 2019 Financial Results (Oaktree Capital)

Pershing Square’s 2019 Semi-Annual Report including the investment thesis for Berkshire Hathaway (Pershing Square)


This week’s best investing research reads:

Liquidity is bad even by August standards, JPMorgan shows (Bloomberg)

How Many Indicators See A Recession? (UPFINA)

Drained: As Dollar Liquidity Dries Up, Look For The Fed To Begin Easing (Speculators Anonymous)

The Case For Stock Market Manipulation (Price Action Lab)

Let’s Get Inverted (Pragmatic Capitalism)

Using PMI to Trade Cyclicals vs Defensives (Flirting with Models)

How Painful Can Factor Investing Get? (FactorInvesting)

Crisis Proof Your Portfolio: part 1/2 (Alpha Architect)

The Fed Has Few Options, Says Danielle DiMartino Booth (CFA Institute)


This week’s best investing podcasts:

Rob Arnott: Don’t Sleep on Value Investing (Especially Emerging-Markets Value) (Morningstar)

TIP256: Raoul Pal – Global Financial Concerns (The Investors Podcast)

Joe McLean – How to be a Pro’s Pro – [EP.143] (Invest Like The Best)

Episode 115: How to Invest for Negative Interest Rates (Stansberry Investor Hour)

Episode #170: Bill Martin, “On The Short Side, Position Sizing Is The Biggest Driver Of Success” (Meb Faber)

Ep 28: Tobias Carlisle (i3 podcast)

Paycheck to Paycheck (Animal Spirits)

Tyler Cowen on Big Business (EconTalk)

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