This week’s best investing news:
Charlie Munger: 2022 Daily Journal Annual Meeting Transcript (Junto)
Derivatives: Past, Present & Future (Jamie Catherwood)
King Dollar (Verdad)
Christopher Bloomstran: The Process Of Getting And Staying Rich In Investing Should Be Boring (AM)
ChaChaCha! (Epsilon Theory)
Due Diligence – Get On The Ground (Ian Cassel)
Capital Follows Returns, Not The Other Way Around (Felder Report)
Stock Pessimism Is Popular But Wrong, Says JPMorgan (Validea)
See More Clearly With These Two Mental Models (Vitaliy Katsenelson)
Do What Jack Said (Humble Dollar)
Apple: Thief (Scott Galloway)
There Has Never Been a Better or Worse Time to Be an Investor (Behavioural Investment)
Metamates, Constellation Software M&A, Google Deepmind vs Fusion, Carl Icahn (Liberty)
The Upside of a Drawdown (Brinker)
Mohnish Pabrai Calls Meta Platforms (FB: US) an “Easy Double” (SumZero)
Warren Buffett’s Letter To Reporters on Activision (BH)
Bill Ackman Defensive Hedging as a Strategy (Uncommon Cents)
Oakcliff Capital at The Grant’s Conference (Grant’s Conference)
Making Money & Reducing Risk In An Equity Superbubble (GMO)
Stock Market Got You Worried? Write a D-Day Note (Jason Zweig)
Personality Traits and Investment Styles (ssrn)
How to navigate geopolitical risks in your portfolio (Morningstar)
Weitz: Stock Investing Amid Market Drawdowns and Rising Rates (Weitz)
Comprehensive Guide on Asia-Pacific markets (ACS)
Q4 2021 Letters (Updated) (Reddit)
The Downside and Upside to Speculative Investing (Morningstar)
Meta Loses Top-10 Ranking by Market Value Amid Worst Month Ever (Yahoo)
Asset Allocation: The Power of Traditional Thinking (Morningstar)
Clipper: Update from Portfolio Managers Christopher Davis and Danton Goei (Clipper)
FPA Queens Road Small Cap Value Fund Q4 2021 (FPA)
This week’s best value Investing news:
Human instincts drive the Value premium (Robeco)
Using Free-Cash Flow to Invest in Value Stocks (Advisor Perspectives)
Steve Romick’s Tips To Become A Great Value Investor (Economic Times)
J.P. Morgan Likes Value Stocks Better Than Growth Stocks (The Street)
This week’s Fear & Greed Index:
Extreme Fear.
This week’s best investing podcasts:
[REPLAY] Josh Wolfe – Seeing the Lux (Capital Allocators)
357 – Ethical Investing and tips from Charlie Munger (InvestED)
Episode #392: Laurens Swinkels, Robeco – The Global Market Portfolio (Meb Faber)
EP 344. Superinvestor 13-Fs, Cyclical Stocks, and Is Boston Beer Co Cheap? (Focused Compounding)
Frank Slootman – Narrow the Focus, Increase the Quality (Invest Like The Best)
The Rewind: It’s All a Big Mistake (Howard Marks)
Simeon Segal (Business Brew)
How to Finance The Next American Century w/ Richard Duncan (TIP)
Ep. 215 – SPACs: Back Then, Now and Tomorrow with Louis Camhi (Planet MicroCap)
#131 Matthew Walker: The Power of Sleep (Knowledge Project)
Sam McRoberts — Screw the Zoo (Infinite Loops)
#201: Leadership Chat: Rezolve CEO Dan Wagner (Absolute Return)
This week’s Buffett Indicator:
Overvalued.
This week’s best investing research:
Does diversification always benefit investors? No. (AlphaArchitect)
Sharpe Week: The Blunt Ratio (AllAboutAlpha)
Fixed Income Factor-based Investing – Part II – The New Versus Tradition Approach (DSGMV)
On Investment Objectives and Risks, Clear Communication Is Key, Part 3 (CFA)
This week’s best investing tweet:
This week’s best investing graphic:
Ranked: The Life Expectancy of Humans and 49 Other Animals (Visual Capitalist)
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