Here’s a list of this week’s best investing reads:
Schrodinger’s Market (Jamie Catherwood)
Common Probability Errors to Avoid (Farnam Street)
Presidential Terms & Market Cycles (A Wealth of Common Sense)
A Tale of Two Cults (Epsilon Theory)
This Is The Textbook Definition Of ‘Late Cycle’ In The Stock Market (Felder Report)
Even if We Knew (The Irrelevant Investor)
“There’s far too much variance during actual events because humans are often unpredictable.” (Reformed Broker)
Post-Crisis Returns in Europe (Verdad)
Factored In? (Humble Dollar)
Disney’s Carousel of Progress & Facebook (Scott Galloway)
No Rules Rules (Barel Karsan)
Is the Internet Different? (Stratechery)
Choose Your Market Narrative (Barry Ritholz)
How to G.O.V.E.R.N. A framework to examine & integrate corp governance into your investment process (Non GAAP)
The Big Four (Brian Langis)
This Tech Trend Is About to Experience Exponential Growth (Whitney Tilson)
Michael Mauboussin On Valuing Intangible Assets (Bloomberg)
Warren Buffett: Why Politics and Investing Never Mix (Guru Focus)
Thought Experiment: Dividends, Share Buybacks, Or A Combination? (Sure Dividend)
Reminiscences of a Stock Operator by Edwin Lefèvre (Novel Investor)
Weekly Earnings Calls 11.02.20 (The Transcript)
All Crystal Balls Are Cloudy (Larry Swedroe)
Will They Who Sow the Wind Reap the Whirlwind? (Frank Martin)
Swing, You Bum! (VSG)
What is Liquidity? (Part IX) (Aleph)
How to find companies for my dividend portfolio (DGI)
Observations on “Bhav Bhagwan Che” (Fundoo Professor)
Business is People (Investment MC)
Dot-Com Redux: Is This Tech “Bubble” Different? (CFA Institute)
Everything’s Gonna Be Alright (Compound Advisors)
Learning to Embrace Sharing: Facing the Fear of OSAM’s Business Philosophy (Casey Wolf)
For the market, an unpleasant, but not unexpected, September and October (Brinker)
Negative free cash flow is (often) a good thing (Value Investor India)
Doing Scuttlebutt on Corporate Culture (Roy Lipovetzky)
Semiconductor Capital Equipment Series: Introduction (Mule’s Musing)
Horizon Kinetics Q3 2020 Letter (Horizon Kinetics)
Greenwood Q3 2020 Letter (Greenwood)
Financial History as Teacher (Woodlock House)
Alta Fox Q3 2020 Letter (Alta Fox)
This week’s best value investing reads:
Oakmark Funds: Why Millennials Should Own Value Stocks (Oakmark)
Long Term + Value = Winning Potential (Miller Value Partners)
The Future of Value Investing (Rational Walk)
Look For Value Stocks In Sectors Growing Growth (ET)
Are Value Investors Just Missing Growth Stocks? (Behavioral Value Investor)
This week’s best investing research reads:
How Do You Think the Global Market Portfolio Has Performed from 1960-2017? (Alpha Architect)
The Dead vs. the Living Stocks (Factor Research)
Stock Volatility In Sight (Dana Lyons)
S&P500’s Trick Or Treat? (GMM)
An Inflection Point? (Macro Tourist)
Growth And Momentum Equity Factors Continue To Lead (Capital Spectator)
When a VIX Spike Doesn’t Equal Volatility (RCM Alternatives)
The warnings from October – The end of the easy money bounce (DSGMV)
Early Liquidity vs Holding (AVC)
This week’s best investing podcasts:
Tobias Carlisle Offers Tips: Playing the Market’s Mean Reversion (Validea)
Animal Spirits: Trading the Election (Animal Spirits)
Interview with Bruce Flatt (Bloomberg)
The Highest Priorities (Barron’s)
Michael Mauboussin On Valuing Intangible Assets (Odd Lots)
Gold Is Ready To Explode Higher, Bitcoin’s Second Highest Monthly Close Ever (Compound)
Diving DEEP into Value with Tobias Carlisle, Founder of The Acquirer’s Multiple (Market Trenches)
Episode 027: Cliff Asness, host Rick Ferri (Bogleheads)
US and China: In the Foothills of Cold War – Ep 100 (Vitaliy Katsenelson)
Dividend Policy and Capital Allocation | Forecasting Surprises and Disasters (Intelligent Investing)
TIP321: Investing & The Brain w/ John Gald (TIP)
“Black Swan” Investment Advice: Be Prepared (Wealth Track)
Michael Batnick – The Irrelevant Investor (EP.24) (Infinite Loops)
Mario Giannini on the Art of Investing (MIB)
Episode #262: Ihor Dusaniwsky, S3 Partners (Meb Faber)
Anu Hariharan – Lessons in Growth Investing (Invest Like the Best)
Interview: The Birth, Growth & Death of Investing Factors with Adam Butler (Excess Returns)
Ep. 14: Unstoppable Automation | Value Traps and IBM | Index Data (MOI)
The multi-faceted future of Value Investing with Henry Ellenbogen and Anouk Dey (VIWL)
GAMCO CEO Mario Gabelli on how he’s assessing the micro and macro landscape (CNBC)
Big Trends Monthly w/ Josh Brown (EP.4) (All Star Charts)
This week’s best investing graphic:
Charting America’s Debt: $27 Trillion and Counting (Visual Capitalist)
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