This week’s best investing news:
Bill Ackman – Pershing Square Annual Letter (PS)
The Opportunity in Emerging Markets with AQR’s Dan Villalon (Validea)
Ray Dalio says China needs to restructure its debt (Fortune)
Mario Gabelli: Raise, Reduce, Run, Rhetoric: The 4 R’s On Powell’s Agenda (Schwab)
Investing is the Study of Human Decision Making (Barry Ritholz)
Navigating The Growing ‘Liquidity Hole’ (Felder)
Todd Combs Q&A Transcript // 2023 NFM Podcast (Kingswell)
Intelligent vs. Smart (Collab Fund)
GMO Commentary: Does Democracy Matter for Emerging Sovereign Debt? (GMO)
Double-digit inflation as a policy-goal. (Rudy Havenstein)
Top 30 stocks in the S&P 500 over the past 30 years; Let your winners run; (Empire)
Jeremy Siegel – ‘No way’ bonds are as good as stocks for long-run wealth creation (CNBC)
My Personal Financial Plan (Safal)
Pick Your Mix (Humble Dollar)
Miller Value partners: The Key to Returns in the Market Is Time and Not Timing (Miller)
Transcript: Cass Sunstein (Big Picture)
Polen Capital Management: Emerging Markets – A Rare Window of Opportunity (Polen)
Scared Money Don’t Make Money (Palm Valley)
This week’s best value investing news:
What Is Value Investing? – Buy Side from WSJ (WSJ)
Ideas From the Father of Value Investing (Validea)
Chris Mayer Talks 100 Baggers & Value Investing Strategies (EM)
Value investing is having a moment in China (CNBC)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
John Neff – Talk Your Book: Compounding with Concentrated Portfolios (Animal Spirits)
Episode #496: Phil Bak, Armada ETFs – Masterclass in (Liquid) Real Estate Investing (Meb Faber)
The Power of Telling Stories – Conversations with Vitaliy – Ep 1 (VK)
The Opportunity in Emerging Markets with AQR’s Dan Villalon (Excess Returns)
Ep 399. Berkshire Hathaway’s Homebuilder Investment (Focused Compounding)
#174 Rey Flemings: A Different Definition of Success (Knowledge Project)
How AI can help you find your next investment property (Equity Mates)
This week’s Buffett Indicator:
Overvalued.
This week’s best investing research:
Evidence supporting factor-based seasonalities (AlphaArchitect)
How Do You Stay Sharp? (ASC)
Short Selling and Responsible Investment (AllAboutAlpha)
Quit to Win? Six Reasons Why Winners Quit (CFA)
Yield curve inverted, so where is the recession? (DSGMV)
This week’s best investing tweet:
Charlie Munger on compounding your life: pic.twitter.com/iX9B2yzjPx
— Andrew Kuhn (@FocusedCompound) August 23, 2023
This week’s best investing graphic:
The 50 Most Valuable Companies in the World in 2023 (Visual Capitalist)
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