This Week’s Best Investing Articles, Research, Podcasts 12/13/2019

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

Tradeoffs: The Currency of Decision Making (Farnam Street)

Bull Markets Last Much Longer Than You Think (A Wealth of Common Sense)

It’s Time To Get Greedy In The Energy Sector (The Felder Report)

Michael Mauboussin found the ideal team size for a money manager to beat the market (CNBC)

How You Can Get Big Gains That Wall Street Can’t (Jason Zweig)

Is Tesla Apple? Is Elon Musk Steve Jobs? (Vitaliy Katsenelson)

10 Weirdest Stories From 2019 (The Irrelevant Investor)

The debate over Uber’s stock; Bull Market Shrugs Off Weak Start to December; Spoiled investors (Whitney Tilson)

FREE PASS: Tobias Carlisle, Plus A Bunch Of Other Investing Experts Online At The Wealth365 Summit, January 2020 (Wealth365)

Introduction to the Essays of Warren Buffett: Lessons for Corporate America (papers.ssrn)

Howard Marks: I don’t see that we’re in a bubble (CNBC)

Here’s How Active Managers Squander Alpha (Validea)

One Ratio to Rule Them All: EV/EBITDA (Focused Compounding)

Which Commodity Outperformed Over The Past 10 Years (rcmaltervatives)

Mitigating Sequence Risk (MoneyMaven)

Matt Levine – The Dogs Ate SoftBank’s Money (Bloomberg)

The End of Mutual Funds? (Barry Ritholz)

The 41st Lesson (Safal Niveshak)

Investors grit their teeth for a ‘low return decade’ (FT)

The Sage of Baltimore (The Rational Walk)

Shh! Companies Are Fixing Accounting Errors Quietly (WSJ)

Bill Gates – 5 books to enjoy this winter (YouTube)

Ken Griffin Has Another Money Machine to Rival His Hedge Fund (Bloomberg)

Insider Trading, Chinese Debt, Art Strategy (Investor Amnesia)

The Lesson to Unlearn (Paul Graham)

Big Tech Is Under Attack, And Investors Couldn’t Care Less (NY Times)

Cpl Resources…A Most Talented Company! (Wexboy)

My Favorite Investment Writing of 2019 (Of Dollars and Data)

Tesla Stock: Is the ‘Dean of Valuation’ Wrong on TSLA? (Market Realist)

On the Impact of the FAMANGs (Albert Bridge)

Don’t Follow The Herd! (Financial Bodyguard)

Are Activist Investors a Force for Good? (GuruFocus)

Mind the Gap: Inequality and Diversification (Elm Funds)

The Good and Bad of Modern Airports and the End of an Era at Google (HBR)

Why The Stock Bull Is A Big Meh For Most Americans (GMM)

Boyar’s Annual Forgotten 40 Report (Login to get free samples) (Boyar)


This week’s best investing research reads:

Improving the Performance of Deep Value Strategies (Alpha Architect)

Active Fixed Income Illusions (papers.ssrn)

Teeter-Totter Stock Market (Advisor Perspectives)

Does The Return Of QE Mean Big Gains For Stocks In 2020? (Schwab)

Wall Street Sees No Multiple Expansion In 2020 (UPFINA)

The Context of China’s Rapid Growth (Intrinsic Investing)

Things to think about in corporate debt – Tax changes beyond the rate (Mark Rzepczynski)

Protecting the Downside of Trend When It Is Not Your Friend : Part 1 (Alpha Architect)


This week’s best value-investing reads:

The Presumed End Of The Value Premium (StarCapital)

The Tide Is Turning For Value Investing (Robeco)

How to Understand Value Investing: Thoughts on the Past Decade (GuruFocus)


This week’s best investing podcasts:

Murder of the American Dream (Animal Spirits)

(S01 E02) The VALUE: After Hours Podcast (Greenbackd)

Episode #192: Tim Hayes, “The Base Case Is We’re Still In The Same Secular Bull Market That We’ve Been In Since 2009” (Meb Faber)

TIP272: X-Prize Founder Peter Diamandis & Steven Kotler on the speed of technology (TIP)

The Trick That Allows You To Spend Money Without Feeling Guilty (The Compound Show)

#71 Esther Perel: Cultivating Desire (Knowledge Project)

Jeff Ma – Making Decisions with Data – [EP.151] (Invest Like The Best)

53 – How to buy illiquid stocks (DIY Investing)

Growth Market (Grants Current Yield)


This week’s best articles from our sister site – Greenbackd:

Paul Graham – The Bus Ticket Theory of Genius

The Return Of Value Investing?

John Malone Has A Very Simple Approach To Screening For Opportunities


This week’s best investing graphic:

The Investment of the Decade: Bitcoin vs. World’s Megacorps (howmuch)

For more articles like this, check out our recent articles here.

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