This Week’s Best Value Investing News, Research, Podcasts 2/05/2021

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

Speculation & The Underdog (Jamie Catherwood)

Hunger Games (Epsilon Theory)

The Best-Case Outcomes Are Statistical Outliers (Farnam Street)

Fundamentals Still Matter (VSG)

Unfortunate Investing Traits (Collaborative Fund)

Stanley Druckenmiller, Chairman and CEO of Duquesne Family Office (Goldman Sachs)

The Storming of the Bastille: The Reddit Crowd targets the Hedge Funds! (Aswath Damodaran)

This Hedge Fund Made $700 Million on GameStop (WSJ)

The ‘Index Of The Volume Of Speculation’ Blows Off (Felder)

Who Are Robinhood’s Customers? (Barry Ritholz)

Aswath Damodaran: Markets need balance of traders and value investors (CNBC)

What is Risk? (Validea)

Ray Dalio: What I Think of Bitcoin (Bridgewater)

The Price-Value Feedback Loop: A Look at GME and AMC! (Musing On Markets)

Long Term Investing Is a Marathon, Not a Sprint (DGI)

Buffett-Backed Truck Stop to Buy Ethanol Plant as Recovery Eyed (Yahoo)

My ‘Short Squeeze Bubble Basket’ is down 25% in four days (Whitney Tilson)

Do Stocks Deserve To Be Expensive? (UPFINA)

The Buffett Indicator (CFA Institute)

Leon Cooperman: This is not going to end well for the public (CNBC)

Myth-Busting: Low Rates Don’t Justify High Valuations (FactorResearch)

Peter Lynch: How to Invest When Stock Prices are At All-Time Highs (Rare Interview) (Investor Center)

What Is GameStop, the Company, Really Worth? Does It Matter? (NY Times)

Girls’ Gambit (Vitaliy Katsenelson)

Why Pump & Dumps Are Dangerous (PragCap)

Better Next Time (Humble Dollar)

Spotlight on Trading Giant Citadel Securities (WSJ)

The Secret Weapon Behind Chewy Founder Ryan Cohen’s Success (Entrepreneur)

The Lindy Effect (Chris Mayer)

Stop. But should long-term investors care? (Real Returns)

How to Read a 10-K/10-Q (investor.gov)

Robinhood: The good, the bad, and the ugly (Tanay)

84: My Thoughts on WSB Phenomenon, Constellation Software’s Topicus Spin-Out, Okta’s Vantage Point, Databricks, Jason Zweig, and the Benefits of Gaming (Liberty)

Fairholme 2020 Annual Report (Fairholme)

Horizon Kinetics Q42020 Letter (Horizon Kinetics)

The Relentless Jeff Bezos (Stratechery)

The Responsibility of Freedom (Greenwood)

Ensemble Fund Investor Letter – Fourth Quarter 2020 (Ensemble)

FEIM 4Q20 Market Overview: Turn, Turn, Turn (First Eagle)

Tweedy Browne Q42020 Letter (Tweedy Browne)


This week’s best value investing news:

The Undiscovered Connection: Value-Led Periods and Active Management (Royce)

The Historical Tug Of War Between Growth And Value (Tweedy Browne)

Pzena 2021 Outlook: The Beginning of the Great Rotation to Value? (Pzena)

Michael Mauboussin has a prescription for Reddit rally and an answer for why value investing is not working (Economic Times)

Calling value investing “dead” like calling the Earth flat, says Fidelity’s Bajaj (Trustnet)

Value & Growth Demagogues – Ep 110 (Podcast) (Vitaliy Katsenelson)


This week’s Fear & Greed Index reading:


This week’s best investing research:

Do Security Analysts Follow the Academic Evidence? (Alpha Architect)

Elephants On The Move (All Star Charts)

What Some Permabears Fail to Understand (PAL)

Systemic Impact and ESG Investing in Smart Cities (AllAboutAlpha)

Trend-following and improving portfolio construction – Know your correlation matrix (DSGMV)


This week’s best investing tweet:


This week’s best investing podcasts:

Oakmark’s Nygren: The market’s next 10 years won’t be like the last decade (Money Life)

#102 Sendhil Mullainathan: The Chaos Inside Us (Knowledge Project)

#113: The Death of Short Selling (Absolute Returns)

An In Depth Look at Momentum Investing and Trend Following with Jack Vogel (Excess Returns)

Chamath Palihapitiya – The Major Problems Facing the World (Invest Like the Best)

302- GameStop and Short Squeezes (InvestED)

TIP334: Disruptive Innovation w/ Cathie Wood (The Investors Podcast)

Ron Baron on Investing in Tesla and SpaceX (MIB)

Episode #285: Best Idea Show – David Marcus, Evermore Global Advisors, “Do You Sell Things That You Like To Buy Things That You Now Love?” (Meb Faber)

The Investors Roundtable #28: Why are MicroCap Stocks Surging? (Planet MicroCap)

Short Squeezes, Long-Short Strategies, and Avoiding Ruin in the Stock Market (Intelligent Investing)

Mike aka @NonGaap – Master of the Dark Arts of Corporate Governance (Business Brew)

Mohnish Pabrai – The Value of Continuous Learning (Value Investing with Legends)


This week’s best investing graphic:

The Crazy World of Stonks Explained (Visual Capitalist)

View the full-size version.

The Crazy World of Stonks Explained

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

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