This Week’s Best Investing Articles, Research, Podcasts 7/3/2020

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

Fraud, Short Sellers & Media (Jamie Catherwood)

Joe Granville: The Original Dave Portnoy (A Wealth of Common Sense)

Asset Allocation Beyond the Zero Bound (Verdad)

When should you sell your stocks? Only in these cases (Forbes)

A Viral Market Update XI: An Ode to Flexibility (Aswath Damodaran)

How Berkshire Hathaway May Have Been Snookered In Germany (NY Times)

Every cent, plus interest (The Reformed Broker)

Hedge Fund Star John Paulson Calls It Quits (WSJ)

Soros Family Office, Texas Pensioners Lead Rush Into Hedge Funds (Bloomberg)

Nifty FAANG and Other ‘One Decision’ Investment Strategies (Vitaliy Katsenelson)

JP Morgan Guide To The Markets Q3 2020 (JP Morgan)

The Anatomy of Stocks That Go Up (Dubra)

Fed’s buying corporate bonds in Berkshire Hathaway, Coca-Cola, Walmart, and McDonald’s (Business Insider)

Jim Chanos on Central Bank Liquidity, Wirecard and Tesla (YouTube)

Apple and Facebook (Stratechery)

This Might Be The Craziest Thing I’ve Seen In My Stock Market Career (Felder Report)

Activist Hedge Funds Can Smell Greenwashing, Study Finds (Institutional Investor)

Following the Rally, Stock Market No Longer Undervalued (Morningstar)

The Buffalo News: From Butler to Buffett (The Rational Walk)

Your 5-Step Guide to Navigating a Scary Stock Market (NY Times)

Jeffrey Gundlach: A V-shaped recovery is ‘highly optimistic’ (YouTube)

Keep Running! (Collaborative Fund)

Jeff Ubben quits ValueAct for social investing (FT)

Playing the Market Has a Whole New Meaning (Jason Zweig)

Jeremy Siegel On The Markets (YouTube)

Peter Bernstein’s Checklist for “Growth Companies” (Novel Investor)

The Upside of a Down Market (Schwab)

Capacity to Suffer (Safal Niveshak)

Why is Gold Valuable? (Of Dollars and Data)

After a Sharp 2Q Rebound, Fewer Bargains in Stocks (Morningstar)

Sideways: Observations on Pain and Privilege (Epsilon Theory)

How To Read Market Sentiment (Macro Ops)

How to Think About Price (Musing Zebra)

Breaking the Rules (Humble Dollar)

Markets Have Jumped The Shark  (GMM)

Buffett Missed Out on Crisis (Whitney Tilson)

A reason this equity rally might not be overdone (Real Returns)

Higher Ed: Enough Already (Scott Galloway)

A slow-motion credit crisis in 2021? (Klement)

40 Things I’ve Learned in 40 Years (Prag Cap)

Great quarter for stocks – Now what? (DSGMV)

Debunking 5 Myths About Penny Stocks (Investment U)

Research: Why Corporate Fraud Reports are Down (HBR)

Early Warning Signs of a Dividend Cut (Dividend Growth)

Taking A Pitch Then Swinging (Points and Figures)

Why are so many young people trading stocks? (EB Investor)

Powell’s Potent Put Powering Stock Market Meltup (Dr Ed)

What is a Dividend Trap? (Dividend Guy)

Financial Markets Are No More Uncertain Today Than They Were Last Year (Behavioural Investment)

Mixed Results in June; Tech Stocks Continue to Outperform (Advisor Perspectives)

Broken or Bent? (bps and pieces)

What Most Active vs. Passive Debates Miss (CFA Institute)

Alimentation Couche-Tard And Circle K – Invest In One Of The Best Retailers In The World (Brian Langis)

There’s no place like home (Brinker)


This week’s best value investing reads:

The “Value” Phoenix May Rise (Validea)

Why now is a ‘great opportunity’ for value investing (FT Advisor)

Value Investing: Even Deeper History (Two Centuries)

Growth Parties Like It’s 1999, but Don’t Rule Out Value (Morningstar)


This week’s best investing research reads:

2Q 2020 Market Overview (Bason)

Time Series Momentum: Theory and Evidence (Alpha Architect)

Momentum Growth Stocks Reach Extreme Valuations (UPFINA)

YTD Performance of Crisis Hedge Strategies (QuantPedia)

Reprocessing Emotions For A New Trading Psychology (TraderFeed)

Risk Premia Forecasts: Major Asset Classes | 2 July 2020 (Capital Spectator)

Asset Class Scoreboard: June 2020 (RCM Alternatives)

The Variance Risk Premium: What Premium? (Factor Research)


This week’s best investing podcasts:

How Big is Your Research Graveyard with Jim O’Shaughnessy (Value Talks)

TIP303: Investing During Chaos w/ Lyn Alden (TIP)

Blake Robbins – Investing in Gaming (Invest Like the Best)

The Old Normal (Animal Spirits)

Ep. 128 – Using Short Puts as an Equity Purchasing Strategy with Matthew Peterson (Planet MicroCap)

Tricky Stocks: Why Analyzing Asset Plays Is so Hard (Focused Compounding)

Larry Swedroe – The Four Horsemen of the Retirement Apocalypse (Standard Deviations)

The Big Get Bigger. The Strong Get Stronger (Barron’s)

The Case for Investing in Sports Teams, With Jonathan Boyar (Contrarian Investor)

Episode #233: Lisa Rich, Hemisphere Ventures, Xplore, “Opening Up The Door For Access To Space” (Meb Faber)

Time Is Your Most Valuable Asset (Breaking Down The Long Game)

The Pros and Cons of Quantitative and Discretionary Investing (Excess Returns)

Why Would Anyone Invest Right now? (The Compound)

Annie Duke on Poker, Probabilities, and How We Make Decisions (Conversations With Tyler)


This week’s best investing graphics:

Visualizing the Size of Amazon, the World’s Most Valuable Retailer (Visual Capitalist)


Mapped: The Most Profitable Companies on the Fortune 500 for Every State (Howmuch)

For more articles like this, check out our recent articles here.

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