This Week’s Best Investing Articles, Research, Podcasts 9/25/2020

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

There Is No Size Effect: Daily Edition (Cliff Asness)

The Road Ahead (Jamie Catherwood)

Negativity Is Not an Investment Strategy (A Wealth of Common Sense)

Sounding good or Doing good? A Skeptical Look at ESG (Aswath Damodaran)

A Few Rules (Collaborative Fund)

What’s in an Equity Return? (Verdad)

The Welding Shut of the American Mind (Epsilon Theory)

“more than half the racial gap in individual stock ownership has disappeared essentially overnight.” (Reformed Broker)

Nassim Taleb and Universa Versus the World (Institutional Investor)

The Easiest Thing in Investing (The Irrelevant Investor)

Billionaire investor Ray Dalio on capitalism’s crisis: The world is going to change ‘in shocking ways’ in the next five years (MarketWatch)

The Realities of Growth Investing (Validea)

The Size Effect Didn’t Disappear. It Never Existed (Bloomberg)

Does economic growth boost stock prices? (Economist)

Strategy Shift (Value Stock Geek)

Don’t Overlook The Vampire Squid’s Role In The Recent Tesla Call Buying Frenzy (The Felder Report)

Should Buffett Be Worried About GEICO? (VVI)

PalanThiel: The Uncola (Scott Galloway)

Are Founders Allowed To Lie? (Alex Danco)

The Spiral of Silence (Farnam Street)

2020 Bundles (Stratechery)

Estimating Future Stock Returns, June 2020 Update (Aleph)

The 10 Most Useless Phrases in Financial Markets (Barry Ritholz)

Weekly Earnings Calls 09.21.20 (The Transcript)

What Makes Great Companies Great (Novel Investor)

Avoid Value Traps With One Simple Scoring System (Macro Ops)

Good Investors Make Decisions They Hope Will Cost Money (Behavioural Investment)

WSJ: “SEC Bolsters Safeguards Against Penny-Stock Fraud” (Oddball Stocks)

What Your Psychology Says About Your Relationship with Money (Of Dollars and Data)

Is Investing in Dividend Stocks Worth It? (Investment U)

My Regrets (Humble Dollar)

Value, Margin Of Safety, & The Art Of Doing Nothing (Advisor Perspectives)

Stakeholder Value: Exploitation vs Being Taken for Granted (Intrinsic Investing)

Euro Banks: Dead Men Walking (GMM)

Tails, You Win; Essential Wisdom From America’s Best-Performing Stocks (Whitney Tilson)

Learning from Patagonia’s Yvon Chouinard (Investment Masters Class)

SA Interview: Value Investing With Brian Langis (Brian Langis)

On Horses, Tractors, and Markets (CFA Institute)

No Country For Old Yields (Compound Advisors)

The Behavior Gap (DGI)


This week’s best value investing reads:

Was “Value” Just a Hot Hand Thing? (Albert Bridge Capital)

Overweight Tech? Time To Add Value Investing To Your Repertoire (Seeking Alpha)

The Value Investing Conundrum (Morningstar)


This week’s best investing research reads:

Intangible Capital and the Value Factor: Has Your Value Definition Just Expired? (Alpha Architect)

No crisis alpha with this crisis – The form of the crisis matters (DSGMV)

Aging & Equities: Selling Stocks for the Long-Term (Factor Research)

Tech Investors Lever Up (UPFINA)

Distressed Cycle Could Be Different (Investment Innovation)

Futures Are Not Equities And An Anecdote (PAL)

Settling the Size Matter (QuantPedia)

Nowhere to run… Nowhere to hide (RCM Alternatives)

Internal momentum shifts for the 1st time in 4 months (SentimenTrader)

NKLA a Short Squeeze In Motion (Shortsight)


This week’s best investing podcasts:

It’s Hard Being Rich (Animal Spirits)

Multibagger Interview with Alta Fox Capital (MicroCapClub)

Episode 9: Generalist Investing | Stock Compensation | Golden Age of Fraud (Intelligent Investing)

Does Value Investing Still Work? Gainsco is Getting Acquired by State Farm for 3x its Market Price! (Focused Compounding)

Lauren Taylor Wolfe – The Modern Activist Toolkit (Invest Like the Best)

Episode #251: Robert Jacobson, Space Advisors “It’s Not Just One Vertical, It’s More Like An Ecosystem With Lots Of Different Dependencies…The High Ground of Space Being The Overarching Theme” (Meb Faber)

#222 – Morgan Housel – How To Become Wealthy, Stay Wealthy & Be Happy (Modern Wisdom)

Household Net Worth Explodes: What Are Your Thoughts? (The Compound)

Weaponized Gamma (guests: Brent Kochuba, Angie Setzer) (The Market Huddle)

#466: Richard Koch on Mastering the 80/20 Principle, Achieving Unreasonable Success, and The Art of Gambling (Tim Ferris)

Richard Lawrence – Investing in Superior Businesses (Value Investing with Legends)

The Case for Small Cap Stocks (What Works on Wall Street)

TIP315: Gold and Gold Miners w/ Marin Katusa (TIP)

Episode 15: Sir Martin E. Franklin (Boyar)

The Subtle Art of Saying No (HBR)

Brent Beshore – Boring Businesses, COVID-19, and Doing Better (EP.20) (Infinite Loops)

Is Gold the anti-dollar? With John Deniz (Nucleus)

Bonus Episode: Six Narratives Shaping The Market In 2020 (Excess Returns)


This week’s best investing graphic:

Shapes of Recovery: When Will the Global Economy Bounce Back? (Visual Capitalist)

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