This Week’s Best Value Investing News, Research, Podcasts 4/16/2021

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

The World’s Top 10 Hedge Fund Managers by Earnings (Visual Capitalist)

Li Lu: Value Investing in China, Full Transcript (Latticework)

David Einhorn Greenlight Letter Q1 2021 (ValueWalk)

Designing a Countercyclical Approach (Verdad)

Julian Robertson – 1980 – 1998 Awesome Twitter Thread (Frederik Neckar)

Michael Mauboussin – Market-Expected Return on Investment (Morgan Stanley)

Insiders Are Sending A Pretty Clear Signal About The Stock Market (And The Economy) (Felder)

The Panic of 1837: US Financial Crisis (Karmanullify)

These 5 Stocks Represent 71% of Warren Buffett’s Portfolio (Validea)

Howard Marks: The Korea Economic Daily Global Edition (2021) (OakTree)

Cathie Wood Doubles Down (WTI)

Terry Smith Pockets £20 Million in 2020 (FT)

Scarcity Cred (Scott Galloway)

Oakmark’s Bill Nygren on his expectations for the economic recovery (CNBC)

The Most Important Rule in Investing (Compound Advisors)

Cash on the Sidelines?!? (Barry Ritholz)

It’s All in the Mix (Humble Dollar)

How People Get Rich Now (Paul Graham)

The Missing Wall of Worry (Epsilon Theory)

Dividend Investing + Value Investing = Superior Returns (DGS)

Are you a Superforecaster? (Whitney Tilson)

On Fragility and Avalanches (Frank Martin)

T. Rowe Price’s Recipe for Growth Stocks (Novel)

Momentum Monday – Return Of The FAANG Gang (Howard Lindzon)

Wall Street vs. Main Street: Amateur Investors Buy Into IPOs (Andreessen Horowitz)

Clubhouse & Twitter, India & Crypto, and more: a link dump(Buy The Rumor)

Warren Buffett Has An Investing Superpower (CMQ)

David Booth: five timeless investment lessons I’ve learned (EB Investor)

A Few Short Stories (Collaborative Fund)

Diversity works (Klement)

Buffett’s Folly and Opportunity Cost (DGI)

116: Nvidia’s New Data-Center CPU, Cloudflare Partners with Nvidia, Visa’s Trillions, Founders vs Investors, Burden of Proof, Asch Negatives, AMA Update, and Six Feet Under (Liberty)

Are “Distressed SPACs” Still a Thing? (Petition)

Searching with Superstars (SparkLine)

Wedgewood Partners – The Roaring Twenties – Q1 2021 (Wedgewood)

Bill Miller Q1 2021 Letter (MillerValue)

Akre Focus Fund Q1 2021 (Akre)

Royce Investment Partners Q1 2021 (GuruFocus)

Jensen Letter Q1 2021 (Jensen)

LongLeaf Partners Q1 2021 (LongLeaf)

This week’s best value investing news:

Investors brace for ‘major shift’ as momentum and value collide (FT)

Inflation and the Value Premium (Alpha Architect)

Value investors may be seeing the light at the end of a decade-long tunnel (Schroders)

What Value Investing Strategies Are Missing (Barron’s)

This week’s Fear & Greed Index:

This week’s best investing research:

[Video] BNN Bloomberg: Stocks, Ethereum and Lumber (All Star Charts)

To SPAC or Not To SPAC (All About Alpha)

Active Equity: “Reports of My Death Are Greatly Exaggerated” (CFA Institute)

Market efficiency – we have come a long way from the simple (DSGMV)

How to Improve Institutional Fund Performance (ssrn)

Mean-Reversion Strategy Performance (PAL)

Multiple Warning Signs Of Unhealthy Market (UPFINA)

Low-Volume Levitations (Macro Tourist)

The pros and cons of discounted dividend models (UK Value)

Dunning-Kruger Effect: Intuitive Errors Predict Overconfidence on the Cognitive Reflection Test (Frontiers)

This week’s Buffett Indicator:

This week’s best investing tweet:

This week’s best investing podcasts:

My Talk on Long Term Investing in the Age of Short Attention Spans (Safal Niveshak)

EP 306. Jamie Dimon’s Letter, Railroad Industry, Investing Overseas, Bonds (Focused Compounding)

Howard Lindzon – The Larry David of Finance (EP.43) (Infinite Loops)

Chris Dixon – The Potential of Blockchain Technology (Invest Like the Best)

#174 – Tyler Cowen: Economic Growth and the Fight Against Conformity and Mediocrity (Lex Fridman)

A Detailed Look at All Weather Investing with Eric Crittenden (Excess Returns)

Episode #301: Dr. Daniel Crosby, Orion Advisor Solutions, “You Want The Best Anxiety Adjusted Returns” (Meb Faber)

”The King’s Speech” and an Interview with Patrick O’Shaughnessy (On The Tape)

Heather Brilliant – Intentionally Constrained (Business Brew)

The Art of Short Selling (Intelligent Investing)

Rob Mahan: Deep Value Investing in Eastern Europe (Value Hive)

TIP344: A Deep Dive Into Morning Brew’s $75M Valuation w/ Alex Lieberman (TIP)

Finding Great Investments with Steve Clapham (Capital Employed)

113 – Never Buy or Sell Options! (Investing Rules) (DIY Investing)

This week’s best investing graphic:

The World’s Top 10 Hedge Fund Managers by Earnings (Visual Capitalist)

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