Here’s a list of this week’s best investing reads:
Horses for Courses (Verdad)
Times of Uncertainty (Jamie Catherwood)
What Happens When Investors See People Dumber Than They Are Getting Rich (A Wealth of Common Sense)
Learning Through Play (Farnam Street)
A Work From Home Tax (The Irrelevant Investor)
The only way this election ends (Reformed Broker)
Ackman Places New Bet Against Corporate Credit (FT)
Paul Tudor Jones: The Mental Obstacles of Investing (Novel Investor)
Characteristics of High-Quality Compounders (Vintage Value Investing)
Sinking Feeling (Humble Dollar)
Weekly Earnings Calls 11.09.20 (The Transcript)
Value Investor Insight: David Hero (VII)
Tweedy Browne Q3 2020 Letter (Tweedy Browne)
The Tiny Hedge Fund That’s Loved on Twitter – And Now Backed by Greenlight (Institutional Investor)
SoftBank Racks up $3.7bn in Losses at Tech Stock Trading Unit (FT)
A Viral Market Update XIV: A Wrap on the COVID market, premature or not! (Aswath Damodaran)
Jeff Bezos sold $3B of Amazon via planned transactions (Whale Wisdom)
Yale’s Swensen Delivers Message to Money Managers on Diversity (Validea)
One Spreadsheet at a Time (Vitaliy Katsenelson)
The Bulls Are Too Confident (UPFINA)
Why Berkshire Hathaway Continues to Own Struggling Businesses (GuruFocus)
Stocks Do Go Down… (Howard Lindzon)
Apple’s Shifting Differentiation (Stratechery)
Opportunity Cost And Capital Allocation (Value Investing Journey)
Learning From Cornelius Vanderbilt (Investment Masters Class)
Quality Shareholders (Woodlock House)
The Big Lessons From History (Collaborative Fund)
The Overton Window & Understanding What is Possible (Intrinsic Investing)
Can We Just Get Back to …. Fundamentals? (Wisdom Tree)
The Dividend Metrics That Matter (Old School Value)
10 Options Definitions You Need to Know (RCM Alternatives)
Advice for investing at all time highs (Real Returns)
Stock Market Crash History, Causes and More (Investment U)
The Markets and the Economy Don’t Care About Your Politics (Prag Cap)
Capital Allocation – How to think about excess cash? (Brian Langis)
(PREMIUM-UNLOCKED) Strategy Update: Investors Spooked (Dana Lyons)
Warren Buffett and Charlie Munger on Investing in Tobacco Stocks (DGI)
Book Review: The Joys of Compounding (CFA Institute)
Genesis Land: A Home Builder Left Behind By The Market (Barel Karsan)
My Top 3 Investing Mistakes (DGS)
This week’s best value investing reads:
Value Stocks May Have Done a Lot Better Than You Think (WSJ)
Do Value Stocks Really Outperform Growth Stocks Over The Long Run? (Forbes)
Why Value Investors Need to Be Quality Investors, Too (Yahoo)
Will the vaccine breakthrough provide a shot in the arm for value stocks? (IG)
Unravelling value’s decade-long underperformance (and imminent resurgence) (LT3000)
The Moment Value Bottomed? (Macro Tourist)
How Unusual Is The Current Drought For The Value Factor? (Capital Spectator)
This week’s best investing research reads:
Art Investing: Recession and Volatility-Related Case Studies (All About Alpha)
Trend Following Research: Breaking Bad Trends (Alpha Architect)
Market Neutral Funds: Powered by Beta? (Factor Research)
An Extremely Optimistic Market (PAL)
Shorting the Pandemic (Signalee)
Analysis of the Dot-Com Bubble of the 1990s (SSRN)
Can Analysts Predict Performance of the US and International Stocks? (Quant Pedia)
This week’s best investing podcasts:
Finding $DEEP Value in MicroCap Stocks with Tobias Carlisle, The Acquirer’s Multiple (Avoiding The Crowd)
Behind The Markets Podcast: Jeremy Siegal, Brian Wesbury, & John Zogby (Behind The Markets)
Monopolies, Intangible Assets and the Disruptive Economy with Kai Wu (Excess Returns)
Ep 79: John Hempton – Where to from here? (Inside The Rope)
Episode #265: Rusty Vanneman, Orion, “To Manage Portfolio Risk” (Meb Faber)
Jason Karp and Rohan Oza – The Power of Brand (Invest Like The Best)
#96 Randall Stutman: The Essence of Leadership (Knowledge Project)
Ep. 147 AUSTRALIA VIRTUAL EDITION with Tony Hansen, Matt Joass, Michael Liu and Connor Haley (Planet MicroCap)
The End Game Ep. 10 – Chris Cole (Grant Williams)
S9 E4 Economist Ed Yardeni on Markets, Interest Rates and Fed Policy (Sherman Show)
The Vaccine (Animal Spirits)
Boyar Value Group On The Value In MSGE, MSGS, IAC & ANGI (Boyar)
#476: Seth Godin on The Game of Life, The Value of Hacks, and Overcoming Anxiety (Tim Ferriss)
Equity Incentives and Long-Term Investing I Reverse DCF as an Analytical Tool (Intelligent Investing)
TIP322: Raoul Pal – Macro Overview for 4th Q 2020 (TIP)
9 out of 10 Investors Expect A Stock Market Crash In The Next 6 Months (The Compound)
Massive Stimulus, Big Government, Low-interest Rates: 3 Megatrends Moving Markets (WealthTrack)
Peter Atwater On The Coming Age Of ‘Screwtiny’ (Felder)
This week’s best investing graphic:
The Soaring Value of Intangible Assets in the S&P 500 (Visual Capitalist)
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