Here’s a list of this week’s best investing news:
Berkshire Hathaway Annual Meeting 2021 (ValueWalk)
Inflated Fears (Jamie Catherwood)
Testing a Countercyclical Approach to Asset Allocation (Verdad)
How to Invest Like Warren Buffett (Morningstar)
The Corporate Tax Burden: Facts and Fiction (Aswath Damodaran)
Stock Answer (Humble Dollar)
Why Founder-Led Companies Outperform (Validea)
Master Series: Francois Rochon (Investment Masterclass)
Are We Seeing Investor Euphoria? If So, What’s Next for Markets? Ken Fisher (Fisher)
Beware of Arguments via Outliers (Barry Ritholz)
Bill Miller: We sold GameStop earlier this year (CNBC)
Pzena: Early Days in the Value Recovery (Pzena)
Mario Gabelli shares what he’s watching in the sports sector (CNBC)
Charlie Munger & A Potential Cryptocurrency Crash (CMQ)
Transcript: Rob Arnott (The Big Picture)
Jim O’Shaughnessy on Bitcoin, Investing Psychology (The Profile)
Why Should Equities Be Fairly Valued? (Behavioural Investment)
Hedge Fund Giant Warns of SPAC Blowup After Betting $1 Billion (Bloomberg)
Looking Back at the First Roaring Twenties (NY Times)
This is the Way (Furball)
When a Rising Tide Lifts All Boats (Compound Advisors)
Amazon 2020 Letter to Shareholders (Amazon)
GMO 7-Year Asset Class Forecast: 1Q 2021 (GMO)
117: Bezos’ Last Amazon Letter, Facebook, Coinbase IPO, Jamie Dimon, Google, (Liberty)
The Rage of Carson Block (Institutional Investor)
SPAC Wipeout Is Punishing Followers of Chamath Palihapitiya; More Knocks on [Cathie] Wood (Whitney Tilson)
The College Friends Who Bet Their Way to Billions (Neckar)
How to Build a Portfolio That Outperforms For a Century (Bloomberg)
Too Good To Be True (Novel Investor)
Your New Investment Target: Zero (Net Zero) (Real Returns)
What A Strange Investing Environment We Are In! (BVI)
How does investor sentiment affect stock and fund returns? (EB Investor)
The Real Reason to End the Death Penalty (Paul Graham)
The Goldman Rule, 2.0 (Frank Martin)
Wells Fargo’s Rehabilitation (Net Interest)
The Democratization of IPOs (Tanay)
A Unifying Theory of Everything (Scott Galloway)
Common Sense Or Just Not Woke? (GMM)
Podcast Subscriptions vs. the App Store (Stratechery)
Giverny Capital Q1 2021 (Giverny)
Ron Baron Q1 2021 (Baron)
Third Avenue Q1 2021 (Third Avenue)
First Eagle Q1 2021 (First Eagle)
Ensemble Fund Q1 2021 (Ensemble)
Sound Shore Q1 2021 (Sound Shore)
Dodge & Cox Stock Fund Fact Sheet as of March 31, 2021 (Dodge & Cox)
Ariel Appreciation Fund Quarterly Commentary 4.0 (Ariel)
This week’s best value investing news:
Will 2021 Be the Year for Value Stocks? (Kiplinger)
14th Annual Pershing Square Value Investing and Philanthropy Challenge (Columbia)
Fall of a ‘value’ icon could be good for ‘value’ (MarketWatch)
Value is back, but for how long? (AFR)
Value managers fightback: Mercer (Financial Standard)
Value stocks outperform bluechips. Is it just another fleeting moment of success? (Econ Times)
This week’s Fear & Greed Index:
This week’s best investing research:
How Stock Bubbles Die (UPFINA)
Building a Better q-Factor Asset Pricing Model (Alpha Architect)
The Short, the Index, and the Private Markets (CFA Institute)
More on the value growth debate – It is situational (DSGMV)
Issues and Risks of Identifying Trading Strategies Suggested by the Data (PAL)
Breadth Thrusts & Bread Crusts: How I “Discovered” Momentum (All Star Charts)
Paper Bag Paws (Macro Tourist)
This week’s Buffett Indicator:
This week’s best investing tweet:
This week’s best investing podcasts:
The Three Keys to Understanding Investing Bubbles (Excess Returns)
EP 308. Improving on the Psychology of Successful Investing (Focused Compounding)
Paul Enright – The Buy Side Primer (Invest Like The Best)
Dividends and Wide-Moat Stocks We Like (Morningstar)
Preston Pysh – From “Value” to BTC (Business Brew)
Commonalities of All-Time Great Investments | Being Polarizing as a Sign of Strength (Intelligent Investing)
A Crude Oil Cornucopia (RCM)
The Dangers of Dividend Obsession – Ep 121 (Intellectual Investor)
The Growing Potential of Cannabis (Barron’s)
Cade Massey – People Analytics in Investing and the NFL (Capital Allocators)
Diego Parrilla On Appreciating The Opportunity Set In ‘Antibubbles’ (Felder)
ET Podcast #9 – Make, Protect, Teach (Epsilon Theory)
115 – How to rebalance a concentrated portfolio (DIY)
TIP345: Richer, Wiser, Happier w/ William Green (TIP)
This week’s best investing graphic:
Here’s What $1,000 Invested in Vaccine Stocks Would Be Worth Now (Visual Capitalist)
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