This Week’s Best Investing Articles, Research, Podcasts 9/25/2020

Johnny HopkinsValue Investing NewsLeave a Comment

Here’s a list of this week’s best investing reads: There Is No Size Effect: Daily Edition (Cliff Asness) The Road Ahead (Jamie Catherwood) Negativity Is Not an Investment Strategy (A Wealth of Common Sense) Sounding good or Doing good? A Skeptical Look at ESG (Aswath Damodaran) A Few Rules (Collaborative Fund) What’s in an Equity Return? … Read More

This Week’s Best Investing Articles, Research, Podcasts 9/18/2020

Johnny HopkinsValue Investing NewsLeave a Comment

Here’s a list of this week’s best investing reads: The Same Old Boom (Jamie Catherwood) Berkshire in Techland (The Reformed Broker) When Technology Takes Revenge (Farnam Street) Where Are they Going? (The Irrelevant Investor) There Is No Size Effect: Daily Edition (AQR) Obvious Things That Are Easy To Ignore (Collaborative Fund) Buffett’s Warning in 2000 Still … Read More

This Week’s Best Investing Articles, Research, Podcasts 8/21/2020

Johnny HopkinsValue Investing NewsLeave a Comment

Here’s a list of this week’s best investing reads: Gold, Bitcoin & Markets (Jamie Catherwood) Apple, Epic, and the App Store (Stratechery) 50 Of The Best Investing Podcasts On The Planet (2020) (Acquirer’s Multiple) Why Warren Buffett Is Buying Precious Metals (Again) (Felder Report) Post-Reorg Equities (Verdad) Modeling a Wealth Tax (Paul Graham) Rational Exuberance (Daily … Read More

This Week’s Best Investing Articles, Research, Podcasts 8/14/2020

Johnny HopkinsValue Investing NewsLeave a Comment

Here’s a list of this week’s best investing reads: Speculation & Innovation (Jamie Catherwood) Expiring vs. Permanent Skills (Collaborative Fund) Berkshire Makes a Bet on Gold Market That Buffett Once Mocked (Bloomberg) Duration as Leverage (Verdad) The Most Counterintuitive Recession Ever (A Wealth of Common Sense) This Is What ‘Fiscal Dominance’ Looks Like (Felder Report) … Read More

This Week’s Best Investing Articles, Research, Podcasts 7/31/2020

Johnny HopkinsValue Investing NewsLeave a Comment

Here’s a list of this week’s best investing reads: The Grifters, chapter 1 – Kodak (Epsilon Theory) The Four Quadrants of Conformism (Paul Graham) Sad State (Reformed Broker) The Ugly Scramble (Collaborative Fund) Seth Klarman Says Fed Is Infantilizing Investors in ‘Surreal’ Market (Bloomberg) Corp Governance “Dark Arts”: Part 5 (Non-GAAP) Stranger Things (Verdad) Financial Contraptions … Read More

This Week’s Best Investing Articles, Research, Podcasts 7/10/2020

Johnny HopkinsValue Investing NewsLeave a Comment

Here’s a list of this week’s best investing reads: Explaining the 2020 Stock Market (A Wealth of Common Sense) An American History (Jamie Catherwood) Lots of Things Happening At Once (Collaborative Fund) Growth’s Edge Over Value May Finally Be Nearing Its End (Barron’s) Up and Down (The Irrelevant Investor) Will Deficit Spending Lead to Inflation? … Read More