This week’s best investing news:
Innovation Hubs – Past, Present & Future (Jamie Catherwood)
How A Flood Swamped Wood’s ARK (Verdad)
You’re Not Wrong, Walter (Epsilon Theory)
Dr. Copper: The Arbiter Of Inflation Truth (Felder)
How A Flood Swamped Wood’s ARK (Validea)
Taking Their Chances (Humble Dollar)
Web3 (Scott Galloway)
Beware the Winning Streak (Safal)
How to Buy the Dip Like Charlie Munger (CMQ)
Goldman Sachs destroys one of the most persistent myths about investing in stocks (TKER)
Why Do Investors Keep Buying the Most Expensive Assets? (Behavioural Investment)
Data Update 2 for 2022: US Stocks kept winning in 2021, but… (Aswath Damodaran)
Buffett’s Berkshire Pitches $3.9 Billion Iowa Wind and Solar Project (Bloomberg)
Q4 2021 Letters (Reddit)
Jeremy Grantham Says the Fed Can’t Stop Stock Crash (Bloomberg)
“What the Hell, It Is Going Up Anyway” (Jason Zweig)
How to avoid permanent loss of capital (MS)
What Amazon’s Rise to No. 1 Says About the Stock Market (WSJ)
Goldman Sachs Investment Ideas 2022 (GS)
Oaktree’s Marks Says Inflation ‘Excessive,’ Higher Rates Overdue (Bloomberg)
How GE Violated Its Own Compensation Principles (RL)
The Renaissance Man of Venture Capital (II)
Jensen – Why Invest In Quality (Jensen)
Sequoia Fund Q4 2021 – Portfolio Review (Sequoia)
Wedgewood Partners Fourth Quarter 2021 Client Letter (WW)
John Rogers’ Ariel Funds 4th Quarter Commentary (Yahoo)
Dodge & Cox Q4 2021 Market Commentary (DC)
First Eagle 2021 Annual Letter (FEIM)
Longleaf Q4 2021 Commentary (LL)
This week’s best value Investing news:
In an Inflationary Environment, Value Stocks Offer a Refuge (Institutional Investor)
The Evolution Of Value Investing: From Buffett To Intelligent Machines (Seeking Alpha)
Are You Positioned For The Value Cycle To Run? (Pzena)
Top Value Based Portfolio Manager Interviews from 2021: Now is the Best Time to Invest (TWST)
This week’s Fear & Greed Index:
Neutral.
This week’s best investing podcasts:
TIP414: Investing and Life Masterclass w/ Guy Spier (TIP)
Episode 383: Mike Dudas, 6th Man Ventures – Investing in Web3 (Meb)
S2E18: Lessons from Lou Simpson | Lumpy 15% ＞ Smooth 12% (MOI)
Will Thomson – A Real Asset Discussion (Business Brew)
How to Invest When There’s Nowhere to Hide (Intellectual)
Ricky Sandler – Building an Investment Compass (ILTB)
#257 – Brian Keating: Cosmology, Astrophysics, Aliens & Losing the Nobel Prize (Lex Fridman)
352- Your Margin of Safety – How Close is Close Enough? (InvestED)
A Deep Dive Into Quality Growth Investing with Harding Loevner’s Rick Schmidt (ER)
Temporary Value Dislocations with Tim Delaney (CE)
This week’s Buffett Indicator:
Strongly Overvalued.
This week’s best investing research:
Important Insights Into Index Versus Active ETF Management (Alpha Architect)
Investing’s First Principles: The Discounted Cash Flow Model (CFA)
Trend-following and crisis alpha (DSGMV)
Global Yields Confirm (ASC)
Top Hedge Fund Industry Trends for 2022 (AAA)
This week’s best investing tweet:
This week’s best investing graphic:
How People Around the World Feel About Their Economic Prospects (Visual Capitalist)
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