This week’s best investing news:
Howard Marks: How to Think About Risk (OakTree)
Ray Dalio – Great Powers Index 2024: The Most Important Facts and Charts (LinkIn)
Diversifying Equity Portfolios (Verdad)
Whitney Tilson on lessons learned from knowing Warren Buffett, Charlie Munger & Bill Ackman (WealthTrack)
Guy Spier – Becoming Antifragile: How To Navigate Chaos, Hard Times & A Financial Crisis (GS)
Berkshire’s way of investing (Morningstar)
Finding Wide Moat Stocks: A Qualitative and Quantitative Guide (Validea)
Howard Marks on investing: Hold long and fail smart (SHM)
When Chasing More Dividends Leaves You With Less (Jason Zweig)
The Macro Winds Are Shifting (Felder)
Aswath Damodaran – The Power of Expectations: Nvidia’s Earnings Report and Market Reaction (AD)
Is the Stock Market Tipping Over? (Ben Carlson)
False Comparisons (Humble Dollar)
Learning From Peter Keefe (Masters Invest)
Before the Deluge, Part 2 (Rudy Havenstein)
Why This Wall Street Firm Wants Its Traders to Play Poker (WSJ)
Boating Season Is Over, but Don’t Overlook These Recreational Vehicle Stocks (Morningstar)
Yield Pigs, Durability Value, & Diversification (Investment Talk)
Aswath Damodaran – Dealing with Decline: Intel, Walgreens and Starbucks put to the test! (AD)
Investing Update: Is This As Good As It Gets? (Spilled Coffee)
Let’s Not Sugar Coat It – Risks Are Rising (Carson)
The Definitive Playbook for Election-Year Investing (DM)
One Bargain You Can’t Find at Costco Is Its Stock—Does That Matter? (WSJ)
MiB: Mike Wilson, Morgan Stanley (MiB)
Peter Lynch on Big Winners and Patience (DGI)
Davis Funds 2024 Fall Review (Davis)
First Eagle Investments: Summertime Observations (FEIM)
This week’s best value Investing news:
Will Value Stocks Finally Take the Lead? (finews)
Uncovering Hidden Value in Overlooked Small-Cap Companies (AM)
Value stocks outperform this quarter as growth equities struggle in ‘downtrend’ (MarketWatch)
10 U.S. value stocks in outperforming sectors (G&M)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Nelrae Pasha Ali: How to Teach Teens About Money and Investing (Barron’s)
Why Index Investing: Because indexes are forever | iShares by BlackRock (Equity Mates)
The Case for a Roaring 2020s | Ed Yardeni (Excess Returns)
Alex Smith, Shane Battier, & Ravi Gupta – What Makes A Glue Guy? (ILTB)
MacroVoices #445 Jim Bianco: Still No Landing, and Inflation is Not Transitory (MV)
Judas Goat (MicroCapClub)
Dylan Morello – Raging Bull (Business Brew)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
Adding Leveraged, Long-Short Factor Strategies to Improve Tax Alpha (AlphaArchitect)
The Impact of Passive Investing on Short Sellers (AllAboutAlpha)
Distress Investing: Crime Scene Investigation (CFA)
The Kahneman legacy (DSGMV)
Two Indicators Spell Trouble for the Stock Market (PAL)
This week’s best investing tweet:
This is Ted Weschler’s last letter at Peninsula Capital Advisors before he left to work at Berkshire Hathaway . pic.twitter.com/MxhjhpzAyc
— Finding Compounders (@F_Compounders) September 5, 2024
This week’s best investing graphic:
Mapped: The Purchasing Power of $100 in Each U.S. State (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:
