This Week’s Best Investing Articles, Research, Podcasts 4/17/2020

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

Charlie Munger: ‘The Phone Is Not Ringing Off the Hook’ (WSJ)

The Stock Market is Not Your Benchmark (A Wealth of Common Sense)

Standing on the Shoulders of Giants: The Key to Innovation (Farnam Street)

What Next? (Two Questions) (Collaborative Fund)

This is Why We’re Angry (The Irrelevant Investor)

Exclusive: Hedge fund Elliott says stocks could fall 50% from February highs – letter (Reuters)

The Next Leg Down Will Involve Credit Cards (The Reformed Broker)

When It Comes To The Stock Market, This May Be As Great As America Gets (The Felder Report)

Ray Dalio on the Economic Impact of the Coronavirus Crisis (Bloomberg)

The S&P 500’s CAPE ratio says the US is still expensive (UK Value Investor)

Hedge Fund Managers Are Claiming Bailouts as Small Businesses (Bloomberg)

Yesterday’s Profits (Verdad)

Capitalists or Cronyists? (Scott Galloway)

You Are A Black Swan (Safal Niveshak)

A Primer On Reading Annual Reports (docdroid)

Have Small Value Stocks Become a Bargain? (Morningstar)

Hedging in the Midst of a Bear Market (Schwab)

52% Of Investors See A U-Shaped Recovery (UPFINA)

The Ride of a Lifetime (Barel Karsan)

Learning from Charles Schwab (Investment Masterclass)

Looming Earnings Season Offers Next Test for Rebounding Stock Market (WSJ)

Is the US Equity Premium Dying? (Validea)

Crashes, Policy & Domino Effects (Jamie Catherwood)

Is A ‘V’ Recovery Still Possible For The US Economy? (Capital Spectator)

The Greatest Investment Story You’ve Never Heard Of (Investment U)

Why Do Bear Market Rallies Occur? (Forbes)

The value of the market, the value of value, and some soul searching (Value Stock Geek)

The Great Influenza of 1918 (The Rational Walk)

How Do I Find a Company with a Moat? (Focused Compounding)

First the People (Epsilon Theory)

Mohawk Group: The Renaissance Technologies of CPG E-Commerce (GuruFocus)

Change Our Ways? (Humble Dollar)

…Wait, Value Managers Did What?! (Wisdom Tree)

Easter on the Sidewalk (Jason Zweig)

Doug Kass: Does the Continuation of a Rip Your Face Market Rally and the Mother of All Short Squeezes Lie Ahead? (Whitney Tilson)

Perfectionism Will Slow You Down in a Crisis (HBR)

The High Cost of Low Interest Rates (Frank K Martin)

All about just trying to answer, “What is going on here?” (DSGMV)

Is The Bear Market Over and Is It Time To Buy? (Zen Investor)

From Reach for Yield to Mad Dash for Cash to Rebalancing into Stocks (Dr Ed)

The Willingness to Look Foolish (Advisor Perspectives)

The eye of the storm (Brinker)

Meir Statman on Coronavirus, Behavioral Finance: The Second Generation, and More (CFA Institute)

Stuck At Home? Try These Finance Activities (Betterment)

Death of a Value Investor (Of Dollars and Data)

COVID-19 and Equity Markets (Drew’s Views)

Coronavirus: The limits of forecasting (Nucleus Wealth)

Jeff Bezos 2019 Letter to Shareholders (Amazon)

2020 Q1 Investor Letter (Flirting with Models)

Tweedy Browne Q1 2020 Market Commentary (Tweedy Browne)


This week’s best investing research reads:

How Cheap (or Expensive) Are Value Stocks? (Alpha Architect)

Mean-Reversion Recovers From March Drawdown (PAL)

The Performance of Mutual Funds in the Period 1945-1964 (papers.ssrn)

How did different risk factors perform in Q1? (EB Investor)

Low Vol Momentum vs Value Momentum (Factor Research)

April Short Squeeze Candidates (Shortsight)


This week’s best investing podcasts:

Dan Davidowitz & Jeff Mueller – Compounding with Polen Capital (Value Investing with Legends)

Tobias Carlisle and Chase Taylor (Know Your Risk)

The Time for Value Stocks is Here (Stansberry)

TIP291: Commodity Investments During & After COVID-19 w/ Marin Katusa (TIP)

Mountains of Debt (Animal Spirits)

Why the Stock Market Hasn’t Even Gotten Cheap Yet (The Compound)

Managing Crises in the Short and Long Term (HBR)

Chris Cole: Dragon portfolio revisited in the eye of the storm (MacroVoices)

The Grice Man cometh (Grant’s)

#81 Jason Calacanis: Intelligent Risk (Knowledge Project)

Chris Davis: Banking on Boring, Reliable Franchises (Long View)

Episode #212: Eric Satz, “I Want Everybody To Be Able To Invest In Alternative Assets” (Meb Faber)

Neal Patel & Enrique Mendoza (Behind The Markets)

Sandra Robertson – Calibrating Oxford’s Portfolio in a Crisis (Capital Allocators)

S8 E8 Securitized Credit in 2020 ft. Andrew Hsu (Sherman Show)

The Dangers of Hindsight Bias (Excess Returns)

Gavin Baker – Investing Through a Bear Market (Invest Like the Best)

John Mousseau on Risk in the Fixed Income Market (MIB)


This week’s best investing graphic:

The Front Line: Visualizing the Occupations with the Highest COVID-19 Risk (Visual Capitalist)

(Visual Capitalist)


 

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