This Week’s Best Investing Articles, Research, Podcasts 11/20/2020

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

Silver Linings (Jamie Catherwood)

Is the Vaccine Our One Giant Leap? (A Wealth of Common Sense)

The Big Lessons From History (Collaborative Fund)

The Endemic Mindset (Epsilon Theory)

Please Stop Asking Me About Bitcoin (Felder Report)

How Julia Child Used First Principles Thinking (Farnam Street)

1929 Crash: An Industry Breakdown (Novel Investor)

Prepare for Pain (Humble Dollar)

Max Pain (The Irrelevant Investor)

Thank You (Verdad)

This is the part where you and I step up and become heroes (Reformed Broker)

Long Feedback Loops: Writing vs. Getting Published (Saber)

‘Big Short’ investor Michael Burry sticks with Japan picks even as market drops (Japan Times)

The Truth About Robinhood Investors Versus Wall Street Pros (Validea)

How Investment Advisors Invest Their Money (Barry Ritholz)

Power Law for Professors: Why you should put all of your eggs in one basket (Andreessen Horowitz)

Fight The Fade – Round 1 (Investment Masters Class)

Do Good Things (Lux)

The Likelihood Your Investments Will Fail (UPFINA)

Warren Buffett’s Berkshire Is Becoming Its Own Elephant Investment (Whitney Tilson)

Regret Missing the Rally in Stocks? Now What? (Safal Niveshak)

Beware of Gurus Peddling Predictions (VSG)

The Big Shift: The Future of Renewable Energy (Brian Langis)

5 Important Rules From the World’s Most Successful Investors (VVI)

The Shape of Rebalancing: Why Some Studies Don’t Find a Rebalancing Benefit (Breaking The Market)

The Other Side of the Trade (Prag Cap)

Wall Street’s Back to “Full Bull” (Daily Reckoning)

Weekly Earnings Calls 11.16.20 (The Transcript)

Dalio Says Governments Will Kill Bitcoin. Is He Right? (Coindesk)

MS Global Macro Outlook 2021 (Morgan Stanley)

Terry Smith on Investing in Tobacco Stocks (DGI)

Don’t Let Low Volatility Lull You Into a False Sense of Security (Barron’s)

When A Stock Fails To Raise Its Dividend: Is It Time To Sell? (DGS)

How much value should you place in macroeconomic forecasts – The under and overreaction of forecasters (DSGMV)

Maybe Analyst Recommendations Do Add Value (CFA Institute)

Book Talk with Bruce Greenwald – Value Investing: From Graham to Buffett and Beyond (CBS)

Billionaire investor Bill Ackman likely lost more money on Warren Buffett’s Berkshire Hathaway than ‘anyone in the world’ (Market Insider)

Liberty Media’s John Malone says he’s buying hard assets in bet on currency devaluation (CNBC)

Hayden Capital Q3 2020 Letter (Hayden Capital)

Corona Corps + Biden (Scott Galloway)

Playing on Hard Mode (Stratechery)

Moats & Network Effects in Financial Services (John Street Capital)

Ariel Investments’ John Rogers on investment strategy during the pandemic (CNBC)

We’ve got Georgia on our minds (Brinker)

2021 Credit Outlook: Smoother Road Ahead (Schwab)


This week’s best value investing reads:

Does Value investing still work? This investment manager isn’t sure (Washington Post)

Can Value Investing Make a Comeback? (Morningstar)

Nick Kirrage – Is Value Investing Really Dead? (Livewire)

Michael Mauboussin – Why value investing still works in markets (FT)

Asset management is in turmoil. So does value investing still work? (The Australian)

Using “Quality” to Seperate Good and Bad Value Stocks (Alpha Architect)

Pivot To Value? (Advisor Perspectives)

The End of Value Investing? (Investment U)


This week’s best investing research reads:

What Happens When High Yield Becomes Low Yield? (Compound Advisors)

Exploring Defined Outcome ETFs (Factor Research)

S3 Analytics: TSLA Shorts Down -$4 Billion This Week (Shortsight)

Can Low Inflation Withstand The Pandemic Recovery Effort? (GMM)

Rates Rising, Spreads Rising & US Dollar at Pre-COVID Levels (Value Plays)

Income & Wealth In America: Who Owns Equities? (Dr Ed)

High Low Friday – 11/13/2020 (Dana Lyons)

Equity Markets Can Rise at High Implied Volatility (PAL)


This week’s best investing podcasts:

TIP323: Mastermind Discussion 4Q 2020 (TIP)

The Post-Pandemic Stock Market (Compound)

Cancel All the Debt (Animal Spirits)

Shane Parrish – Learning to Learn at Farnam Street (Capital Allocators)

Value Investing Masterclass Podcast featuring Wally Weitz (assetTV)

S9 E5 James Grant, Founder – Grant’s Interest Rate Observer (Sherman)

#125: A New Model For Shareholder Activism (Intelligent Investing)

Larry Swedroe: ‘The Pool of Victims’ Is Expanding (Long View)

#218 Seth Godin- The Consistent Patterns of Success (What Got You There)

20VC: Sequoia’s Roelof Botha (Twenty Minute VC)

Josh Brown & Brian Portnoy – “How I Invest My Money” (EP.25) (Infinite Loops)

Episode #266: Best Idea Show – Kiyan Zandiyeh, Sturgeon Capital (Meb Faber)

Ep. 148 – Global Approach to Concentration, Compounding and Special Situations (Planet MicroCap)

The Fundamental Principles of Benjamin Graham and Whether They Still Work Today (Excess Returns)

The Long (and Short) of it: A Cynic’s Take on Markets & Investing | Jim Chanos (Hidden Forces)

Tesla, Banks, Bonds, and Bitcoin: DB – Nov18, 2020 (Real Vision)

How Jeff Bezos Built One of the World’s Most Valuable Companies (HBR)


This week’s best investing graphic:

Tech’s Bizarre Beginnings & Lucrative Pivots (Visual Capitalist)

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

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