Here’s a list of this week’s best investing reads:
Survivorship Bias: The Tale of Forgotten Failures (Farnam Street)
The Portfolio Gap (The Irrelevant Investor)
Where Have All The Stock Market Returns Come From This Decade? (A Wealth of Common Sense)
The Big Thing Investors Have Trouble Accepting (The Reformed Broker)
Why Warren Buffett Is The G.O.A.T, And Berkshire’s Secret Sauce (Greenbackd)
Overconfidence: An Autobiography (Jason Zweig)
Why is Warren Buffett Sitting of $128 Billion in Cash? (ValueWalk)
Chuck Akre and John Neff (WSJ)
The Secret of Money (Safal Niveshak)
Google Founders Give Up on Being the Warren Buffett of Tech (Bloomberg)
Is Tesla Theranos? (Vitaliy Katsenelson)
How to Read: Lots of Inputs and a Strong Filter (Collaborative Fund)
Ray Dalio Is More Famous Than Ever and Delivering Subpar Returns (Yahoo Finance)
Here’s A Game That Helps Us To Decide Whether Investing Is More Luck Than Skill (Greenbackd)
Facing Your Fears (First Eagle)
Portability and Interoperability (Stratechery)
When Can We Stop Talking about ESG? (CFA Institute)
Robert Shiller’s Nobel Knowledge (WSJ)
Alphabet Is Google Again; An Academic Wrecking Ball Aims at Hedge Funds; Reason No. 4 why getting rich increases the odds that your marriage goes bad (Whitney Tilson)
It’s Time to Sin a Little (i3)
How Y Combinator Started (Paul Graham)
10 Things Fund Managers Say and What They Actually Mean (Behavioural Investment)
In Hindsight It’s Easy To Pick A Winning Stock, But Who Could Have Predicted Amazon’s AWS? (Greenbackd)
Malone Interview (CNBC), Iger Book, Bubble Watch (Brooklyn Investor)
This week’s best value-investing reads:
Digital Markets and the Active Opportunity for Value (ClearBridge)
JPMorgan: Value Rotation Will Continue (Validea)
Cheap is not always cheerful in value investing (FT)
Ahead of the Curve: Value investing in the next decade (IPE)
This week’s best investing research reads:
DIY Asset Allocation Weights: December 2019 (Alpha Architect)
The Meaning of Valuation (Advisor Perspectives)
Weaker Returns Coming In 2020? (UPFINA)
Tracking the Psychology of the Market (TraderFeed)
Hottest Short Stocks as of 12/2/19 (Shortsight)
Do Rich People Debunk MMT? (Prag Cap)
Target the shorts and focus on the hedged longs (Mark Rzepczynski)
Why Pension Funds an Millennials Should Avoid ESG (Factor Research)
November 2019 Digest (Flirting With Models)
The Top Oil Producing Countries: Production on a Staggering Scale (Fortunly)
This week’s best investing podcasts:
Episode #191: Simon Hallett, “Wherever We Can, We’ve Added Something That’s Based Upon Behavioral Finance” (Meb Faber)
(S01 E01) The VALUE: After Hours Podcast (Greenbackd)
The ETF Graveyard: What Are Your Thoughts? (The Compound Show)
It’s What It Is (Animal Spirits)
Rob Arnott On Engineering A Better Index (Felder Report)
Energy Stocks: Values or Traps? (Value Investor)
TIP271: An Intrinsic Value Assessment w/ Dan Ferris (TIP)
Matthew McLennan – The Power of Selectivity and Patience (Value Investing with Legends)
Gus Sauter: Efficient Markets Are a Good Thing (The Long View)
Daron Acemoglu on the Struggle Between State and Society (Conversations with Tyler)
What 2019 Has in Common With 1929 (Stansberry)
52 – The Acquirer’s Multiple with author Tobias Carlisle (Interactive Book Review) (DIY Investing)
Vaughn Tan – Quality and Innovation – [EP.150] (Invest Like The Best)
How Bond Defaults Are Changing China’s Markets (Odd Lots)
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