This week’s best investing news:
Billionaire Charlie Munger’s Timely Apartment Bet Began With Hebrew Bible (Bloomberg)
Panic Selling More Likely Among Older Men (Validea)
The Efficacy & Cost of Hedging with Options (Verdad)
Panic Series (Pt. IV) – 1837 (Jamie Catherwood)
Investing In Health Data (Collaborative Fund)
The Unbearable Lightness of Corporate Margins (Epsilon Theory)
Growing Cheap (Humble Dollar)
The Milken Way (Neckar)
Sensex at 60,000: Timeless Lessons to Help You Stay Grounded (Safal Niveshak)
The Zoom Climb Glide Path & Why the Age in Bonds Rule is Wrong (PragCap)
High-Performance Habits (Medium)
5 Lessons Evergrande Taught Us About The Chinese Economy (NPR)
Are You Thinking About Short Selling? Think Again (Bloomberg)
What is Your Investment Edge? (Behavioural Investment)
A Labor Movement for the Platform Economy (Li)
Systemic: of, relating to, or common to a system (Brinker)
182: AirPods Requiem, Cloud 100 Infrastructure, Nvidia’s AI Dominance (Liberty)
The arithmetic of high conviction portfolios (Klement)
What the ‘Smart Money’ Knows About China’s Evergrande Crisis (WSJ)
Brandes: Dangerous Thinking: This Time Is Different (Brandes)
This week’s Superinvestor news:
Top investors split on direction of ‘tempestuous’ China’s markets (FT)
Why Peter Thiel is such a charismatic influencer (AFR)
Leon Cooperman: Conditions for a large market decline are not present (CNBC)
Think Different | Sam Zell (ISOE)
Berkshire shares are below Buffett’s late-spring repurchase prices (CNBC)
Terry Smith Fundsmith Factsheet September 2021 (Fundsmith)
Meme stocks are a travesty of serious investing: Jeremy Grantham (CNBC)
Warren Buffett used the ‘Mona Lisa’ to explain why art is a terrible investment – but then compared Berkshire Hathaway to an art museum (Business Insider)
This week’s best value Investing news:
Value Investing and Intangibles (Alpha Architect)
What if inflation is here to stay? Think value stocks (Globe & Mail)
Value stocks are coming back to life: A Q&A with Morgan Stanley’s managing director (Financial Post)
Mr. Market Is Offering Us a Second Bite at Value Stocks (Bloomberg)
Rob Arnott: Did I Miss the Value Turn? (RA)
Valuing stocks: why investors should look harder at expectations (FT)
This week’s Fear & Greed Index:
Extreme Fear.
This week’s best investing podcasts:
TIP382: Investing Mastermind Q3 2021 (TIP)
Dispelling Myths in the Value vs. Growth Debate with GMO’s Ben Inker (Excess Returns)
EP 328. Special Situations Investing: Revisiting and analyzing recent spinoffs (Focused Compounding)
Finding Value with Legendary Value Investor Richard Pzena (ValueWalk)
J Mintzmyer – Shipping Extraordinaire (Business Brew)
Confidence vs. Overconfidence | Idea Generation and Getting to ”No” Quickly (Intelligent Investing)
Ep. 194 – Long-Term, Conviction Investing in Global, Small-Cap Companies (Planet MicroCap)
Episode #355: Sheel Mohnot, Better Tomorrow Ventures (Meb Faber)
Grahamian Investing: How to Reinvent and Reinvigorate Value Investing (MOI Global)
Jay Hoag – Calibrating Market Adoption (Invest Like The Best)
From MicroCap to LargeCap with Brian Bares (MicroCapClub)
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Capital Allocators)
High ROCE and Widening Moats (Capital Employed)
Perth Tolle — Investing in Freedom (Infinite Loops)
This week’s Buffett Indicator:
Strongly Overvalued.
This week’s best investing research:
International Hall Of Famers (AllStarCharts)
Are We at Peak Growth? (AllAboutAlpha)
US Macro shocks and style factors – Important in explaining EM currency moves (DSGMV)
Timeframe Matters For Various Market Participants (PAL)
This week’s best investing tweet:
This week’s best investing graphic:
Ranked: The Top 10 Richest People on the Planet (Visual Capitalist)
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