Here’s a list of this week’s best investing reads:
If Stocks Are ‘Ridiculously Cheap’ Why Isn’t Warren Buffett Buying? (Felder Report)
Preparing For Lower Returns (The Irrelevant Investor)
Updating My Favorite Performance Chart For 2019 (A Wealth of Common Sense)
Wealth Is What You Don’t Spend (Collaborative Fund)
Why We Try (HumbleDollar)
The First Columns I Ever Wrote (Jason Zweig)
CNBC’s full Davos interview with JP Morgan Chase CEO Jamie Dimon (YouTube)
Learn from Peter Lynch but Don’t Think You Can Replicate Him (Validea)
Life is Short (Safal Niveshak)
This Climb is Different? (Of Dollars and Data)
The Perils of Rearview Mirror Investing (Miller Value)
The Cutting Edge Of Systematic Investing (Seeking Alpha)
“Those people don’t know it, but they’re about to go to church.” (The Reformed Broker)
CASPERhaps (Scott Galloway)
Dow 30,000 & the Magazine Cover Indicator (Barry Ritholz)
Dan Rasmussen – Fool’s Yield And The Wild West Of Private Credit (subscription) (Real Vision)
On Discipline and Having a Long-Term Time Horizon (MOI Global)
My $2 Million Apple Mistake (The Rational Walk)
Forecasts or Nowcasts? What’s on the Horizon for the 2020s? (Research Affiliates)
Bridgewater Co-CIO Bob Prince Says Boom-Bust Cycle Is Over (Bloomberg)
Good Science, Bad Science, Pseudoscience: How to Tell the Difference (Farnam Street)
Here’s Why You Should Rebalance (Morningstar)
The 8% (Vitaliy Katsenelson)
Peter Bernstein, Rob Arnott & Richard Bernstein [2005] (WealthTrack)
O’Shaughnessy Quarterly Letter Q4 2019 (OSAM)
Fireside Chat with Jeff Bezos | Shah Rukh Khan, Zoya Akhtar (YouTube)
How to conquer your fear of the stock market (EBI)
How’d Active Funds Do in 2019? So-So (Morningstar)
Thought Experiment: Rise of the Auto-Buyers (Jake Taylor)
Your Greatest Advantage as an Investor in 2020: FOCUS (Focused Compounding)
RV Capital – Annual Q&A with Robert Vinall (YouTube)
A Former Marine’s Answer To Finding Your Mission & Purpose in Markets (Macro Ops)
Paul Tudor Jones Interview (GMM)
Cash on the Sidelines (Aleph)
The DIVAS – the next FAANG stocks; My interview about Tesla (Whitney Tilson)
Why Are Companies Sitting on So Much Cash? (HBR)
Should I Stay or Should I Growth Now? (Flirting with Models)
Why Do We Chase Past Performance And What Can We Do About It? (Behavioural Investment)
Private Equity: Fooling Some of the People All of the Time? (CFA Institute)
Nothing To Fear But Nothing To Fear (Dr Eds Blog)
A Purpose Driven Decade (Greenwood)
This week’s best value-investing reads:
Seth Klarman passionately defends value investing and said its time is coming again soon (CNBC)
The Value Stock Rebound Is Over. Don’t Give Up Yet. (Barron’s)
Pzena Q4 2019 – Value Is A Philosophy Not A Factor (Pzena Investment Management)
Ben Graham the Growth Investor? (Albert Bridge)
This week’s best investing research reads:
Factor Scoreboard (Counterpoint)
Ollie’s Bargain Outlet – Bargain Bin or Dumpster Fire? (Bill Brewster)
Timing Low Volatility with Factor Valuations (Alpha Architect)
Why Stock Multiples Are So High (UPFINA)
Are Low-Volatility Stocks Too Expensive? (Advisor Perspectives)
Let it bleed (Klement)
High Low Friday – 1/17/2020 (Dana Lyons)
How Expensive Are ESG Stocks? (Factor Research)
Process Integrity vs. Strategy Performance (PAL)
Ensemble modeling – A solution to ambiguity and improved forecasting (Mark Rzepczynski)
Surviving and Thriving in a Two Asset World (bps and pieces)
Our “20/20 vision” (Brinker Capital)
This week’s best investing podcasts:
Howard Marks on The Most Important Skill An Investor Can Have (Twenty Minute VC)
Daniel Kahneman: Thinking Fast and Slow, Deep Learning, and AI (AI)
The Next Trillion Dollar Stocks: What Are Your Thoughts? (The Compound)
Life Lessons from Legendary Investors with Jacob Taylor (The Good Life)
#74 Jeff Hunter: Embracing Confusion (Knowledge Project)
TIP278: Contrarian Investing Ideas w/ Cullen Roche (TIP)
The Short Squeeze (Animal Spirits)
Margaret Franklin, CFA: Diversity Drives Better Investor Outcomes (CFA Institite)
The gold show (Grant’s Current Yield)
Jelly Donut Podcast #14 – Mark Yusko (Jelly Donut)
Rebecca Kaden – Thesis Driven Investing – [EP.155] (Invest Like The Best)
The Water We Swim In (Exponent)
Tesla’s Stock Just Made History – Now What? (Stansberry)
The Challenges of Developing a Sell Strategy (Excess Returns)
Morgan Housel Interviews Brent Beshore at MicroCap Leadership Summit 2019 (MicroCapClub)
59 – How to manage Currency Risk (DIY Investing)
This week’s best investing graphic/video:
The 26-Year History of ETFs, in One Infographic (Visual Capitalist)
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