Here’s a list of this week’s best investing reads:
Putting the Next Market Downturn into Perspective (A Wealth of Common Sense)
The Illusory Truth Effect: Why We Believe Fake News, Conspiracy Theories and Propaganda (Farnam Street)
Useful Laws of the Land (Collaborative Fund)
AirPods, Azure & Auschwitz (Scott Galloway)
Tesla Is Just The Latest In A String Of ‘Single Stock Manias’ (The Felder Report)
Budget: Much Ado About Nothing (Safal Niveshak)
Expected Returns and the Enterprise Multiple (Validea)
Perishing Square 2020 Investor Update Presentation (Perishing Square)
Energy vs Tech could be the monster mean reversion of a lifetime (The Reformed Broker)
“I’ll Never Sell” (The Irrelevant Investor)
The Stock Got Crushed. Then the ETFs Had to Sell (Jason Zweig)
Warren Buffett Lunch Turns Into Dinner for Crypto Faithful (Bloomberg)
ZeroHedge Banned From Twitter (Buzzfeed)
Bill Miller: Lessons From The Legendary Value Investor (Macro Ops)
A Do-it-yourself (DIY) Valuation of Tesla: Of Investment Regrets and Disagreements! (Aswath Damodaran)
Good to Great: Sticking to a Few Simple Investment Principles (MOI)
AQR Says to Get Sober About Future Returns (Institutional Investor)
Facebook’s Platform Opportunity (Stratechery)
Ray Dalio Is Still Driving His $160 Billion Hedge-Fund Machine (WSJ) and, Ray Dalio’s response to the article: The Wall Street Journal’s Fake and Distorted News (Ray Dalio)
Don’t “Disrupt” Your Investing (Investment U)
What Will Cause The Next Recession? (Barry Ritholz)
Sixteen Leading Quants Imagine the Next Decade in Global Finance (Bloomberg)
Top 10 Shorted Stocks (Shortsight)
The Biggest Lie in Personal Finance (Of Dollars and Data)
The Long Buy (AVC)
Third Avenue Value fund Q4 2019 Market Commentary (Third Avenue)
Why is Shorting Stocks so Difficult? (Prag Cap)
Staying Informed Amid the Noise (The Rational Walk)
FY-2019…Hella Surprise Of A Year!? (Wexboy)
‘Melt Up’ thesis; The Culture of Misogyny Inside Victoria’s Secret; She Helped a Customer in Need. Then U.S. Bank Fired Her; Why hard work is so important (and still under-rated) (Whitney Tilson)
Crash Course (Humble Dollar)
Spinoffs Have Dramatically Underperformed. Here’s How To Profit From Them (Forbes)
Tesla…When Will The Pain Stop for Shortsellers (Howard Lindzon)
Why superstar investors are a dying breed (EB Investor)
Facebook – the bear case (LT3000)
The Most Expensive Domain Names Ever Sold (Fortunly)
The “last mile” problem and investment management (DSGMV)
Morgan Housel on What Other Industries Teach Us About Investing (MicroCapClub)
Taking a long-term view when the long-term has been awesome (Brinker)
Finding Value in Biotech (Greenwood)
The Relativity of Disappointment (Bone Fide)
We Don’t Make Pizzas (Albert Bridge)
The Race To Be First (Ramp)
This week’s best value-investing reads:
Joel Greenblatt: How One Value Investor Is Weathering The Strategy’s Underperformance (Institutional Investor)
Value Is In The Eye of The Beholder (man.com)
How To Use Big Data In Value Investing (Vintage Value Investing)
This week’s best investing research reads:
The Factor Archives: Value (OSAM)
Low Volatility-Momentum Factor Investing Portfolios (Alpha Architect)
Can Managed Futures Offset Equity Losses? (Flirting with Models)
A Simple Yet Effective Approach to Emerging Markets (Wisdom Tree)
Is The Virus Already Priced In By Stocks? (UPFINA)
Sentiment & Factor Performance (FactorResearch)
In Private Markets, Red Is the New Black (CFA Institute)
Is there a green bubble forming? (Klement)
The Global Supply & Demand Shock Of The Coronavirus (GMM)
Once You Buy a Prize, It’s Yours to Keep! (Epsilon Theory)
Can US Stock Investors Rely on Earnings Growth? (Advisor Perspectives)
5-Chart Friday (1/31/20) (Compound Advisors)
High Low Friday – 1/31/2020 (Dana Lyons)
Fed on Hold as Inflation Remains Stubbornly Below Fed’s 2.0% Target (Dr Ed)
This week’s best investing podcasts:
Oaktree Capital’s Howard Marks on The Most Important Skill An Investor Can Have, The Right Way To Think About Price Sensitivity & Where Are We At Today; Take More Risk or Less? (The Twenty Minute VC)
Christopher Davis discusses value investing, Amazon, Google, the importance of cashflow and growth. (MIB)
TIP280: A History of 5 US Market Crashes w/ Scott Nations (TIP)
Lessons from the Tesla Short Squeeze: What Are Your Thoughts? (The Compound)
MI026: Mastering the Skill of Learning with Scott Young (Millennial Investing)
Do Economies Need to Go Bust? (Animal Spirits)
Robert Shiller on Narrative Economics (EconTalk)
#51: Did Warren Buffett Throw in the Towel on the Newspaper Business? (Absolute Return)
The Benefits of a Value Composite (Excess Returns)
Public debt – does it matter? (Grant’s Current Yield)
Chetan Puttagunta – Go Slow to Go Fast: Software Building and Investing (Invest Like the Best)
Episode #200: Radio Show: Decade End Returns and Valuations…Process vs. Performance…VC Power Laws (Meb Faber)
Big Data and Disruption: Implications for Investing (Take 15)
Ben Carlson: How Not to Get Scammed (The Long View)
This week’s best investing graphic:
50 Cognitive Biases in the Modern World (VIsual Capitalist)
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