This Week’s Best Value Investing News, Research, Podcasts 12/4/2020

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

Value Investing: A History (Jamie Catherwood)

How To Think For Yourself (Paul Graham)

Beyond Yield (Verdad)

Russian Nesting Deals (Epsilon Theory)

Five Lessons From Dave Chappelle (Stratechery)

Explore Or Exploit? How To Choose New Opportunities (Farnam Street)

Game Theory (Humble Dollar)

Keith McCullough On The Power Of Betting On Yourself (Felder Report)

Predictions are Worthless (Value Stock Geek)

Three Reasons Why Berkshire Hathaway is Still More Valuable Than Tesla (Vintage Value)

McKesson: Amazon Will Not Throw This Drug Railroad Off The Tracks (Vitaliy Katsenelson)

Joel Greenblatt: The traditional metrics for value stocks may not work going forward (CNBC)

The Wisdom of Buying Absurdly Expensive Stocks (Man Institute)

Fight The Fade – Round 2 (Masters Invest)

Small Cap Rotation, Reopening, and Reversion (Royce)

This Tech Sector Looks Like Bitcoin in 2015 (Whitney Tilson)

Making Sense of Sky-High Stock Prices (Robert Shiller)

Pzena: Giving Credit: Emerging Markets Banks (Pzena)

The Top 30 Stocks Over the Last 30 Years… (Compound Advisors)

Webinar with Bill Ackman, CEO & Portfolio Manager, Pershing Square Capital (HBS)

The Sharing Economy comes home! The Airbnb IPO (at long last)! (Aswath Damodaran)

Tesla’s S&P 500 Debut Is Set to Put $100 Billion in Trades in Motion (WSJ)

Jamie Dimon on Healthy Economic Growth and the Damage of America’s Inequality | DealBook (NY Times)

The Most Important Thing: Uncommon Sense for the Thoughtful Investor by Howard Marks (Novel Investor)

Practising what you preach (EB Investor)

Tech Firms Never Grow This Much (UPFINA)

In a big November, small caps come up REALLY BIG (Brinker)

Comparative Roaring ’20s (Dr Ed)

Sustainability & A Builder’s Mindset (Greenwood)

Stuck in the 1980s (Klement)

Twitter/CNN (Scott Galloway)

Wisest Words Ever Spoken About Investing (Safal Niveshak)

How You 100% Know Your Investment Processes And Systems Work (VIJ)

Big Technology and You (Big Technology)

The 2020 Hard Fork (Forward Thinking)

Where Did All the Rogue Traders Go? (Net Interest)

Venture Partnerships vs. Solo Capitalists (Next Big Thing)

Waiting on a sell-off (Stock Market Generalist)

Volatility and Allocation (Free Float)


This week’s best value investing news:

It’s Time for Value Stocks to Shine (Barron’s)

Value Investing Is Not Dead! (Value Walk)

Successful Value Investing Changes Drastically In 2020 (Seeking Alpha)

Sector Rotation Good For Value (Motley Fool)

Vaccines, value investing and UK stocks (Money Week)


This week’s best investing research:

A Short Research Library Outlining Why Traditional Stock Picking is Challenging (Alpha Architect)

Asset Class Scoreboard: November 2020 (RCM Alternatives)

ESG Data: Dazed and Confused (Factor Research)

What Price Private Equity Returns? (All About Alpha)

Radical Uncertainty in Finance: Towards a Culture of Surprise (CFA Institute)

An equal-weighted index as an alternative to Tesla’s addition to the S&P 500 (DSGMV)

Revisiting S = I + (S – I) (Prag Cap)


This week’s best investing podcasts:

#100: Leadership Chat: Trend-following With Meb Faber (Absolute Return)

Dan McMurtrie – The Next Market Wizard (Business Brew)

Daniel Gross – Finding Undiscovered Talent (Invest Like the Best)

TIP325: Real Estate Investing with BiggerPockets (TIP)

Zach Carter on the Life and Legacy of John Maynard Keynes (Conversations With Tyler)

Why Eliminating Discretion from Quantitative Models is Harder Than You Think (Excess Returns)

Tren Griffin- Escaping Gravity (EP.26) (Infinite Loops)

Weighing the Risks and Rewards of High Yields (Morningstar)

Catherine Keating on Wealth Management (MIB)

The Investors Roundtable #12: Determining Current Valuation Without Looking at Current Stock Price (Planet MicroCap)

Secrets of the Market Wizards with Jack Schwager (Stansberry)

These Simple Tips Can Make You a Better Investor – Ep 104 (Vitaliy Katsenelson)

#484: Daniel Ek, CEO of Spotify — The Art of Seeing Around Corners (Tim Ferriss)

Questions to Ask CEOs | Industry Research | Hindsight Bias and Overconfidence (Intelligent Investing)

Diverse Thinkers Equal Better Results, Study Shows (Validea)

Stitch Fix Founder Katrina Lake on Growth vs Profitability, Her Biggest Lessons From Working with Bill Gurley (20VC)

Episode #268: Best Idea Show (Meb Faber)

Medicare & Lockdown: Better than Ever? (U.S.) (WealthTrack)


This week’s best investing graphic:

Charting The Growing Generational Wealth Gap (Visual Capitalist)

For more articles like this, check out our value investing news here.

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