This week’s best investing news:
Are We Panicking Yet? (Jamie Catherwood)
Berkshire Hathaway’s Fate After Buffett Up To Its Board Members (Validea)
Whatever Happened to FX? (Verdad)
Lions and Tigers and Bears … Oh My! (Epsilon Theory)
Ray Dalio: On Inflation and Wealth (LinkedIn)
Seth Klarman and Stan Druckenmiller today on bubbles and value investing (Cundill)
Coloring the Results (Humble Dollar)
GMO: More Than Meets The Eye (GMO)
Cathie Wood buys the dip (WTI)
The Nomad Partnership Letters (Nick Sleep, Zak Zakaria) (Neckar)
Mohnish Pabrai’s Q&A session with students at the University of Oxford (MP)
You’re Already Living in the Metaverse (Common Sense)
Facebook … What to Do? (Scott Galloway)
Inflation Memo (Brian Langis)
199: Constellation Q3, Cloudflare’s Expanded Horizon, Diminishing Returns (Liberty)
Q3 2021 Letters Collection (LR)
Tom Gayner Interview and Transcript (MIB)
Oaktree’s Howard Marks on Where to Invest Your Bonus, Crypto and Private Equity (Bloomberg)
Michael Mauboussin on Expectations Investing: Reading Stock Prices (Fordham Gabelli)
Tesla at a Trillion-Dollar Market Cap: Revisiting its Valuation (Damodaran)
Should You Invest With Fund Managers Who Have Lots of Experience? (WSJ)
Berkshire Hathaway Q3 2021 Report (Berkshire)
Asset Allocation When You Have Enough (Morningstar)
Constellation Software Inc Q3 2021 Financial Statements (CS)
Morgan Stanley Research Report – China Property (MS)
A key stock market metric, Robert Shiller’s CAPE ratio, just hit an alarming new high (Fortune)
Virtual Value Investing Q&A Speaker Series Event at Brown University with Matthew McLennan (VVI)
Investment Horror Stories–and the Lessons They Teach (Morningstar)
This week’s best value Investing news:
Growth or Value? For Active Managers It Can Be Both (Franklin Templeton)
A Year After Vaccine Jolt, Bet on Value Stocks Disappoints (Bloomberg)
Guy Spier: 1st European Value Investing Conference (Ivey)
Why is Warren Buffett selling billions more in stock? (Yahoo)
This week’s Fear & Greed Index:
Extreme Greed.
This week’s best investing podcasts:
The Value Perspective with Tobias Carlisle (Value Perspective)
How Gold’s Momentum Structure Adds A Degree Of Technical Clarity (Felder)
TIP394: How to invest in ETFs w/ Cullen Roche (TIP)
Ep. 200 – Celebrating 10 Years of MicroCapClub with Ian Cassel and Mike Schellinger (Planet MicroCap)
David Fauchier – Market Neutral Crypto (Business Brew)
Roelof Botha – Sequoia’s Crucible Moment (Invest Like The Best)
Episode #367: Robert Lawson, SMU, “Initially This Whole Thing Was A Tax Dodge So I Could Go Drink In Cuba” (Meb Faber)
Inflation Update: Not Transitory Yet! – Ep 140 (Intellectual Investor)
Values & Faith-Based Investing (WealthTrack)
Arnott on Bubbles and Valuation Gaps (What Goes Up)
Game Theory Dynamics in Consolidating Industries | Companies with Internal Investment Function (Intelligent Investing)
Sheridan Titman On His Seminal Paper on Momentum Investing and What He Has Learned Since (Excess Returns)
Ep 151. Finfluencers & social investing with Dr Natalie Hendry (Rask)
This week’s Buffett Indicator:
Strongly Overvalued.
This week’s best investing research:
Liquidity and Price Impact at the 52 Week High (papers.ssrn)
How Crazy is the Current Market? Not that Crazy (Alpha Architect)
Prudent Investing vs. Chasing Growth and Meme Stocks (PAL)
The Mirage of Direct Indexing (CFA)
The Different Approaches to Multi-Factor Investing (Validea)
Different levels of uncertainty require different thinking (DSGMV)
This week’s best investing tweet:
This week’s best investing graphic:
From Amazon to Zoom: What Happens in an Internet Minute In 2021? (Visual Capitalist)
(Source: Visual Capitalist)
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