This Week’s Best Value Investing News, Research, Podcasts 3/12/2021

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

Curious Speculations: Collectibles & NFTs (Jamie Catherwood)

On Inflation (Verdad)

The Best Way to Rob a Bank (Epsilon Theory)

Avoiding Bad Decisions (Farnam Street)

Terry Smith: three shares I bought and why (Interactive Investor)

The Fed Isn’t Printing As Much Money As You Think (Collaborative Fund)

Howard Marks – Investec (2021) (Oaktree)

Searching for the marginal seller (csinvesting)

The Long Run Is Lying to You (Cliff Asness)

Greensill, Softbank & Cooking the Books (Whitney Tilson)

Prem Watsa –  2020 Year End Letter (Fairfax)

Coping With Crazy (Humble Dollar)

Value Investing Masterclass: Joel Greenblatt and Rich Pzena on Active Management in 2021 (Pzena)

Charlie Munger: How Berkshire got started and became a success (Investing Wisdom)

Don’t Learn the Wrong Lessons from the Dot Com Crash (Intrinsic Investing)

You Can Earn 6%, 8%, Even 12% on a Bitcoin ‘Savings Account’—Yeah, Right (Jason Zweig)

First Eagle – Views from Global Value Team (First Eagle)

Keynes’s trading on Wall Street: did he follow the same behaviour when investing for himself and for King’s? (Cambridge)

Why You Should Be Wary of Claims That the Stock Market Is in a Bubble (Time)

The 75% Point: Light at the End of the Tunnel (Barry Ritholz)

Big Market Delusion: Electric Vehicles (Research Affiliates)

Lessons in a 1938 Letter from Keynes (Novel Investor)

Finding Growth at Reasonable Prices (Royce)

A Taxonomy of Moats (Reaction Moats)

The Renaissance of Pipelines (Vitaliy Katsenelson)

David Tepper says he’s getting bullish on stocks for a very specific reason (CNBC)

Write Simply (Paul Graham)

A Message from Wally Weitz on Berkshire Hathaway (Weitz)

The Conventional Investor’s Guide to Bitcoin (Morningstar)

New Paths (#21) (Neckar)

Productive Uncertainty (Reaction Wheel)

Asset bubbles and where to find them (Vanguard)

Dividends: The Smarter, Safer Approach – The Tortoise and The Hare! (Sure Dividend)

Charlie Munger uses these mental tricks (CMQ)

101: The Best Business in the World?, Patrick Collison of Stripe, My NFT Questions, Twitter’s Kayvon, AmazonBasics Attacked, Bruce Berkowitz, and Microsoft’s Flaw (Liberty)

2021:6 Inflation, Fundsmith, Tepper, intangibles and Octahedron Q4 slidedeck (OTM)

The changing nature of investing (Tanay)

Fraud and Deception Detection: Five Language Fingerprints (CFA Institute)

This week’s best value investing news:

Value’s Long-Awaited Dawn May Finally Be Here (Bloomberg)

$100 Billion Has Rotated Back To Value Investing, And More Could Be Coming (ZeroHedge)

Oakmark’s Tony Coniaris on the market’s rotation to value (CNBC)

Value Investing is Back! Or is it? (Validea)

These 7 Value Stocks Will Benefit From An Economic Recovery (Barron’s)

Value Investing Gains $100 Billion and Wipes Out Pandemic Losses (Bloomberg)

This week’s Fear & Greed Index:

This week’s best investing research:

Silver & Gold, Should We Hold? (All Star Charts)

Diverse Hedge Funds (ssrn)

Factor premium returns differ across business cycle – Investors need macro business sense (DSGMV)

The Macro Factors Driving The Covid Economy In Two Charts (GMM)

Dynamic Inconsistency in Risky Choice: Evidence from the Lab and Field (ssrn)

Are YOLO traders undermining efficient markets? (EB Investor)

This week’s Buffett Indicator:

This week’s best investing tweet:

This week’s best investing podcasts:

Tom Gayner, how do you allocate Markel’s capital? A talk with the Co-CEO (Good Investing)

#106 Josh Kaufman: Maximizing Our Locus of Control (Knowledge Project)

The Power of Stories (Barron’s)

Lessons From Warren Buffett’s 2021 Annual Letter (Excess Returns)

Ep 87: John Hempton – Mass Mania (Inside The Rope)

Sir Chris Hohn. Billionaire Hedge Fund Manager and Philanthropist (Money Maze)

Josh Wolfe and Tony Thomas – The Past, Present, and Future of Defense (Invest Like The Best)

Episode #293: Ted Seides, Capital Allocators, “I Want To Compound My Capital…But I Want To Do It Alongside Of People That I Respect And Trust” (Meb Faber)

Ep. 164 – Liquidity Cascades, Benefits of Diversification, Market Timing and Moving to Cayman Islands with Corey Hoffstein, Newfound Research and Host, “Flirting with Models” (Planet MicroCap)

The Quant Approach to Innovative Investing (Stansberry)

Liz Simmie – A True ESG Manager (Business Brew)

Time for an All-Terrain Investment Portfolio – Ep 115 (Intellectual Investor)

Bill Bernstein: We’re Starting to See all of the Signs of a Bubble (Long View)

Danny Meyer’s Concept of “Constant, Gentle Pressure” | Equity Duration (Intelligent Investing)

TIP339: Common Sense Investing w/ Joel Greenblatt (TIP)

Investor Impact: Social Media Effect from Robinhood to GameStop (WealthTrack)

This week’s best investing graphic:

The Richest People in the World in 2021 (Visual Capitalist)

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