This Week’s Best Value Investing News, Research, Podcasts 10/1/2021

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)

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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)

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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)

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This week’s Fear & Greed Index:

Extreme Fear.

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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)

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This week’s Buffett Indicator:

Strongly Overvalued.

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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)

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This week’s best investing tweet:

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This week’s best investing graphic:

Ranked: The Top 10 Richest People on the Planet (Visual Capitalist)