This week’s best investing news:
Howard Marks Memo – The Winds of Change (OakTree)
The Stock Picker’s Bear Market (CA)
Flipping the Script on FX (Verdad)
Profit Falls In The Third Quarter For Berkshire Hathaway (Validea)
Kirk Kerkorian: The Lessons of Leverage (Part II) (Neckar)
Investor Ackman says U.S. facing ‘classic bubble’ fueled by Fed’s easy money policy (Reuters)
Betting Against (Humble Dollar)
Critical State Theory (Epsilon Theory)
206: Cloudflare & AWS CEO Interviews, Tesla, Are You Playing to Win the Actual Game? (Liberty)
Ray Dalio Says, ‘If You Worry, You Don’t Have to Worry’ (NYT)
How important are intangibles? Very! (Klement)
Q3 2021 Investor Letters (reddit)
Dan Loeb: An Iconic Activist’s Journey to Find Value | Lunches with Legends #21 (PQ)
Betting Against Warren Buffett (Behavioural Investment)
Lunch at the Club – Mike Green (CoInvestor Club)
Trimming Your Stocks Without Triggering the IRS (WSJ)
Hedge Funds May Be Making A Comeback Among Investors, And Here’s Why (Forbes)
Is Gamification Bad for Investors? (Morningstar)
Nick Train: Nerves of big tech investors will be tested (FT)
Will Cryptocurrency Protect Against Inflation? (Morningstar)
How Biases Impact Investment Decisions (Morningstar)
What’s the Correct Valuation Model for Digital Assets? (CAIA)
Jeremy Siegel – The Fed is ‘very much behind the curve’ on addressing inflation (CNBC)
Lux Capital Q3 2021 Letter (Lux)
Greenwood Letter: Defense, Offense & Conviction (GW)
This week’s best value Investing news:
Fundamental value strategies (sr-sv)
The Value of the Value Factor: Cheaper now than a year ago? (Alpha Architect)
Did You Miss the Rotation from Growth to Value? (T. Rowe Price)
We’re in a ‘Kids Market,’ so Don’t Give up on Value Strategies (The Street)
This week’s Fear & Greed Index:
Greed.
This week’s best investing podcasts:
How To Spot Overvalued Companies | Tobias Carlisle (BlockWorks)
David Gardner – An Investing Fool (Business Brew)
Tearing Down Wall Street’s Pink Wall (WT)
TIP398: Wisdom from the Greatest Investors w/ William Green (TIP)
Strategies for Turning Difficult Clients Into Favorites (Barron’s)
Niraj Shah – Developing Every Skill (Invest Like The Best)
Ep. 202 – Tales from the Qualitative Crypt with Robert Mulcahy (Planet MicroCap)
Challenges of Forecasting in Business and Investing | Zillow‘s Retreat From iBuying (TWII)
This week’s Buffett Indicator:
Strongly Overvalued.
This week’s best investing research:
Rupee Not so Droopy (AllStarCharts)
What’s the Correct Valuation Model for Digital Assets? (AllAboutAlpha)
4×4 Asset Allocation: Four Goals over an Investment Horizon (CFA)
Just-in-time strategy for an investment/trading portfolio (DSGMV)
This week’s best investing tweet:
This week’s best investing graphic:
Ranked: The 35 Vehicles With the Longest Production Runs (Visual Capitalist)
For all the latest news and podcasts, join our free newsletter here.
Don’t forget to check out our FREE Large Cap 1000 – Stock Screener, here at The Acquirer’s Multiple:
