This Week’s Best Investing Articles, Research, Podcasts 10/9/2020

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

FANMAG Envy (Verdad)

Accountable to Darwin vs. Accountable to Newton (Collaborative Fund)

Anti-monopoly vs. Antitrust (Stratechery)

New WAYT! (Irrelevant Investor)

How Comfortable Are You Holding Stocks For 30 Years? (A Wealth of Common Sense)

Investors Are Doing Fine as Their Own Money Managers (MSN)

First Eagle – China: The Dragon in Winter (First Eagle)

Portfolio Turnover is the Price of Progress (MicroCapClub)

Activist Investor Dan Loeb on Why Disney Needs to Double Its Streaming Spending (Variety)

Why I sold a great investment (Morningstar)

Understanding the Appeal of Conspiracy Theories (Barry Ritholz)

Navigating Big Debt Crises by Ray Dalio (Video) (YouTube)

Traveling Back in Time: Historical Resources (Jamie Catherwood)

A Columnist Makes Sense of Wall Street Like None Other (See Footnote) (NY Times)

From the Bronx to Billions: What 50+ Years in the Markets will Teach You with Leon Cooperman (Lunches with Legends)

A Speech (Jason Zweig)

Why Life Can’t Be Simpler (Farnam Street)

Foolish Consistency (Larry Swedroe)

The Frustrated Money Manager (Epsilon Theory)

Peltz, Ackman, Icahn: How Their ‘Hostile’ Reputations Really Work (Institutional Investor)

Bill Ackman’s Trade of the Century (Investment U)

Under the Hood: What’s in Your Index? (Horizon Kinetics)

The Relevance of Price/Book… (Fundoo Professor)

Stocks are stories, Bonds are Math (Howard Lindzon)

The Power of Habit (Barel Karsan)

Inflation to the rescue (Frank Martin)

Weekly Earnings Calls 10.05.20 (The Transcript)

Your Path to Finding SPACs With 500% to 1,000% Upside (Whitney Tilson)

Commodity Sectors: Valuation, Fundamentals, and Sentiment (MOI Global)

What Does it Mean When the Enterprise Value is More Than Market Cap? (VIJ)

Dividend Growth Investing Principles (DGI)

No stress in the markets, but it has a way of sneaking up on investors (DSGMV)

A Fund Manager’s Time Horizon is the Shortest Common Denominator (Behavioural Investment)


This week’s best value investing reads:

Value investing mental asylum – Vitaliy Katsenelson (Biz News)

The case for value investing (FT Adviser)

Is Value Investing Dead In India (Economic Times)

Which is Best for You, Growth or Value Investing? (Validea)

Value Investing Factor Research: How to Improve the Piotroski F-Score Measure. (Alpha Architect)


This week’s best investing research reads:

The Alternative Imperative, Part 1 (All About Alpha)

Tracking S&P 500 Volatility (Advisor Perspectives)

Is Growth the new Yield? With David Lane (Nucleus)

The One Constant: More Debt (Compound Advisors)

Government Bond Markets Aren’t “Free” Markets (Prag Cap)

Resurrecting the Value Premium (QuantPedia)

Short Interest % of Float 2.0 (Short Sight)

Factor Olympics Q3 2020 (Factor Research)

AI & Semiconductors: Understanding The Next Super-Cycle (Macro Ops)


This week’s best investing podcasts:

TIP317: Intrinsic Value Assessment of Fairfax w/ Jake Taylor (TIP)

Ep. 142 – Hanging Out with Bill Brewster, Founder and Portfolio Manager of Sullimar Capital Group (Planet MicroCap)

Jesse Livermore – Upside Down Markets – Understanding Fiscal and Monetary Policy (Invest Like the Best)

Kyle Bass: Fraudsters, Criminals and Foreign Governments (Zer0es TV)

Technology Stocks (Beeneet Kothari) (Investing Wizards)

Rishi Renjen – Evolving Your Investment Process (Value Investing with Legends)

Why Dave Portnoy Triggers Professional Traders: What Are Your Thoughts (Compound)

A Random Talk with Burton Malkiel (Animal Spirits)

Persistent vs. Transient Pandemic Effects | Busted IPOs and Post-Hype Sleepers (This Week Intelligent Investing)

Episode #253: Carl Chang, Kairos Investment Management “Once We Qualify We Can Mitigate Our Downside Scenario, Our Next Level Of Return Is Durable Cash Flow” (Meb Faber)

Why the S&P 500 is an Active Portfolio, and Other Observations on the Stages of Active Management (Excess Returns)

Ed Morse & Mobeen Tahir (Behind The Markets)

Activist Investing – What Did I Get Myself Into with Chris Sommers (Market Trenches)

What It Takes To Win At Quant Investing (Odd Lots)

Justin Singer – How Regulation Unlocks Opportunity (Founder’s Field Guide)

The Art of Great Stock Research: How to Go Beyond the 10K and Dig Deep (Focused Compounding)

#90: Direct Listings: What Are They and Why Do the Hottest Startups Use Them? (Absolute Returns)

How to Decide, Convey vs. Convince, & More (a16z)

Where to Find Undervalued Stocks (Barron’s)

Leigh Goehring On The Generational Opportunity In Energy Stocks Today (Felder Report)

Dave Portnoy on the Business of Sports Media (MIB)


This week’s best investing graphic:

Every Company In and Out of the Dow Jones Industrial Average Since 1928 (Visual Capitalist)

data visualization showing dow jones industrial average companies since 1928

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