This Week’s Best Investing Articles, Research, Podcasts 7/24/2020

Johnny HopkinsValue Investing News1 Comment

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

The Bubble 500 (Verdad)

The Greatest Danger Investors Face (A Wealth of Common Sense)

Securitization & Markets (Jamie Catherwood)

Jim Chanos – We Are In The Golden Age of Fraud (FT)

A Viral Market Update XII: The Resilience of Private Risk Capital (Aswath Damodaran)

The Light of History (Irrelevant Investor)

If That Was A Bubble, What’s This? (Felder Report)

Stock Pickers Market (Saber Capital)

Eight Timeless Buffett Contributions That Go Beyond Returns & Bind Shareholders (Validea)

Oh. My. God. (Reformed Broker)

Michael Mauboussin Compilation (new) (drive.google)

Tesla’s Stock Price Discounts Temporal Wormhole into the Future (Vitaliy Katselenson)

Good Things Taken Too Far (Collaborative Fund)

Is This The Real Life? (Epsilon Theory)

Ackman Ready for ‘Unicorn Mating Dance’ With $4 Billion SPAC IPO (Bloomberg)

The Art of the Bubble (Jason Zweig)

Think in Market Caps, Not Stock Prices (Safal Niveshak)

GE and Alphabet: A Tale of Two Conglomerates (rbr.business)

How Can We Be Sure That Value Investing Will Continue To Work? (Behavioral Value Investor)

Appearances vs Experiences: What Really Makes Us Happy (Farnam Street)

S&P 500 Is Inverse Of The Economy (UPFINA)

How Do You Rate Your Financial Know-How? (Schwab)

Software’s Infinite Leverage (Heller House)

What does democratization of equity investing mean for valuations & performance? (Medium)

Economic Surprise? (MacroTourist)

India, Jio, and the Four Internets (Stratechery)

The Paper Trail (bps and pieces)

Robinhood and How to Lose Money (themargins)

Pzena Q2 2020 Commentary – Challenging Traditional Thinking on Risk and Return (Pzena)

Reading The Market’s Postmodern Mind (Integrating Investor)

The S&P 500 Grows Ever More Concentrated (Morningstar)

This Has Never Happened Before (Aleph)

Charlie Munger on Mental Tricks and Overcoming Stupidity (Novel Investor)

Why Most People Are So Bad At Stock Picking (GYFDR)

There is Nothing Wrong With a Traditional Career (Of Dollars and Data)

What do World War II Planes & Investment Funds Have in Common (BunkerRiley)

Tweedy Browne Q2 2020 Commentary – Why Value Investing Will Continue to Thrive (Tweedy Browne)

Have asset allocations changed in 2000 years? (Real Returns)

The Twenty Dollar Bill (TEBI)

Notes for a Beginning Investor pt 1 (Oddball Stocks)

Cash Flow: It’s All That Matters (Pt. 2) (Macro Ops)

27 Amazon Stats and Facts – Company Growth, User Trends, and More (Fortunly)

Mohanram G-Score Backtest (Fat Pitch Financials)

Re-Designing Exec Comp [Premium] (Non-GAAP Thoughts)

USS University (Scott Galloway)

The Road to Economic Hell is Paved with Good Intentions (Nucleus)

Should you hold cash instead of bonds? (Monevator)

Short Sellers With the Best Campaign Returns (GuruFocus)

What really is the stock market? (Learn to Earn)

Please Ignore This (HumbleDollar)

Why are top performing hedge funds successful? Some non-parametric evidence (DSGMV)

Another Ride on the Roller Coaster? (Advisor Perspectives)

It’s Just the Beginning for This High-Growth Market (Whitney Tilson)

Wells Fargo Cuts Dividends by 80% to 10 cents/share (DGI)

The market’s wall of worry is daunting, but it’s got nothing on El Capitan (Brinker Capital)

Bad Breadth (Dana Lyons)

Tesla Agnostic (Ramp Capital)

Learning from Captain Abrashoff (Investment Masterclass)

The Inquisition of Capitalism (Casey Wolf)

Gender Lens Equity Funds: The First Major Test (CFA Institute)

You Can’t Be Too Focused On The Macroeconomic Headlines (Boyar)

Thoughts On Nvidia (Brian Langis)

Active Management has Become a Game of Musical Chairs (Behavioural Investment)

Impact Investing Won’t Save Capitalism, But Its Example Might (AllAboutAlpha)

Breaking Down The Long Game: A Purposeful Life (All About Your Benjamins)

Did The Market Actually Recover From COVID-19…??? (Adventures in Capitalism)


This week’s best investing research reads:

What is Impact Investing? (Alpha Architect)

Controlled Aggression: Trading Like A Sniper (TraderFeed)

Desperately Seeking Low Volatility (WisdomTree)

Hi Ho Silver (RCM Alternatives)

Short Squeeze Candidates (ShortSight)

Investing In the Stock Market Based on Golden Cross Signals (PAL)

A Brief Introduction to the Basics of Game Theory (SSRN)

Plunge in gold:silver ratio (SentimenTrader)

ESG Scores and Price Momentum Are More Than Compatible (QuantPedia)

Context and Stock Valuations (GMM)

EM Equities vs Debt: Same, Same, but Different? (FactorResearch)

Fiscal & Monetary Policies Inflating Bubbles While Fighting Virus (Dr Ed)

[Chart Of The Week] Slowly…Then All At Once (All Star Charts)


This week’s best investing podcasts:

10,000 Day Traders (Animal Spirits)

Eric Vishria – The Past, Present, and Future of SaaS and Software (Invest Like the Best)

Episode #239: Chris Fernandez, EnsoData (Meb Faber)

TIP306: Frontier Investing w/ Kiyan Zandiyeh (TIP)

Stock Based Compensation and You (The Compound)

Rory Sutherland: Human Behavior, Innovation, and Alchemy (EP.16) (Infinite Loops)

The Factor Archives: Value (EP.11) (What Works On Wall Street)

#78: SPACs Gone Wild: Playbook on Fortress’ Deal with MP Materials (Absolute Return)

#88 Derek Sivers: Innovation Versus Imitation (Knowledge Project)

Ep. 131 – What You Learn After Losing One Million Dollars with @TheGladiatorHC (Planet MicroCap)

Dr. William Bernstein: Praying for a Bear Market (EP.108) (Rational Reminder)

Jerome Clark: ‘We Tend to Become Myopic in a Bear Market’ (Long View)

I Control The Stock Market (Stansberry)

Gold as a Long Term Substitute for Cash: Pandemic Uncertainty Risks (WealthTrack)

Preston Pysh – Global Macro Series – 17th July 2020 (Top Traders Unplugged)


This week’s best investing graphics:

Ranked: The 50 Most Innovative Companies (Visual Capitalist)

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