This week’s best investing news:
Five David Einhorn Holdings That Pass the Fundamental Tests of Great Investors (Validea)
Bill Ackman Says X Ban Will Make Brazil an ‘Uninvestable Market’ (Bloomberg)
Value Investing in a Changing World with Aswath Damodaran (VGI)
Royce – What Do Earnings, a Broadening Market, and a Possible Rate Cut Mean for Small-Caps? (Royce)
The Great Rotation (Verdad)
Guy Spier’s Office Tour: Optimizing Your Environment For Wealth, Wisdom, Focus & Productivity (GS)
5 Value Stock Picks from Oakmark’s Bill Nygren (Morningstar)
What The Shift To ‘Fiscal Dominance’ Means For Markets (Felder)
Jeremy Siegel: The Fed is taking a risk it doesn’t have to take if it cuts too slow (CNBC)
Five Good Lessons: Fooled By Randomness (Safal)
When Interest Rates Go Down, the Hucksters Spring Up (WSJ)
All in, All the Time (Havenstein)
Yes, You CAN Eat Risk Adjusted Returns (DF)
Who sells to index trackers? (Klement)
Timing the Stock Market Using Valuations (Ben Carlson)
Mistakes of Omission (DGI)
Our Balancing Act (HumbleDollar)
MiB: Heather Brilliant, Diamond Hill (MiB)
Vanguard Slashes Minimum Investment for Robo-Advisor to Just $100 (Barron’s)
Jensen Investment Management: Low-Quality Rally Sets the Stage for High-Quality Opportunities (Jensen)
Greenhaven Road Capital Letter Q2 2024 (Greenhaven)
This week’s best value Investing news:
Legendary Small-Cap Investor Chuck Royce Is Retiring. Here Are His Parting Words. (Barron’s)
Value Investing in a Changing World with Aswath Damodaran (VGI)
Don’t Fall for These 3 Value Investing Myths (AP)
The Case Against Value Investing (Validea)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Unpacking Buffett’s Investment Philosophy (Vitaliy Katsenelson)
Why Index Investing: Cut your losers, double-down on your winners (EM)
The Harsh Truth About Investing Edge with Adam Butler (ER)
5 Ways to Improve America’s Retirement Savings (Morningstar)
Giuseppe Paleologo – Multi-Manager Hedge Funds & Thinking Deeply About Simple Things (FWM)
Bret Taylor – The Agent Era (ILTB)
The Price of Greatness (MCC)
The Storytelling Expert: How to Speak so That Everyone Listens (Matthew Dicks #202) (KP)
Heather Robertson Fortner: Scaling Your RIA From $250M to $8B AUM (Barron’s)
Jordan Doyle and Genevieve Hayman: The Rise of Index-Based Strategies (EI)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
Can smart rebalancing improve factor portfolios? (AlphaArchitect)
Market Efficiency vs. Behavioral Finance: Which Strategy Delivers Better Returns? (CFA)
The Good, Prediction-Free Beta (PAL)
Making Sense of NAVs (AllAboutAlpha)
This week’s best investing tweet:
The @TheEconomist elected a horrific moment to die on the hill of Warren Buffett is over it. Is there ever really a good time? Had the formerly great magazine fact-checked the facts, they’d conclude Berkshire eviscerated the S&P over not only the long, but the intermediate and… pic.twitter.com/LfiDSH8sTa
— Christopher Bloomstran (@ChrisBloomstran) September 4, 2024
This week’s best investing graphic:
Ranked: The 10 Best U.S. States to Retire In (Visual Capitalist)
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