This Week’s Best Value Investing News, Research, Podcasts 7/23/2021

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This week’s best investing news: ‘Big Short’ Investor Michael Burry Says Meme Stock Crash is Coming (Validea) Trend Following (Verdad) Enemies Real and Imagined (Epsilon Theory) The Highest Forms of Wealth (Collaborative Fund) The Zomato IPO: A Bet on Big Markets and Platforms! (Aswath Damodaran) Inflation, Deflation, Disinflation (Barry Ritholz) Star stock pickers exist, but do they … Read More

This Week’s Best Value Investing News, Research, Podcasts 7/16/2021

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This week’s best investing news: Cash and Equivalents (Verdad) The Underrated Role of Behavior in Investing (Validea) What is Robinhood? (Epsilon Theory) Dealing With Mistakes (Neckar) In Investing, Don’t Sweat the Small Stuff (NY Times) Ken Fisher Discusses Meme Stocks (video) (Fisher) Cathie Wood Takes A Non-consensus View (WTI) Charlie Munger: 11 Intelligent Things To Do … Read More

This Week’s Best Value Investing News, Research, Podcasts 7/9/2021

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This week’s best investing news: The Airbnbs (PaulGraham) The Narrative Machine v3.0 (EpsilonTheory) Steve Cohen – America’s Most Profitable Day Trader (video) (FINAiUS) The Opposite of a Good Idea (FundooProfessor) Bold & Disciplined Management: RH’s Potential for Long-Term Growth (Polen) What Makes Buffett Great. Identifying Bubbles. Importance of Intrinsic Value & More (Validea) Comforts of … Read More

This Week’s Best Value Investing News, Research, Podcasts 7/2/2021

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This week’s best investing news: Warren Buffett & Charlie – “A Wealth of Wisdom” – Full Transcript (CNBC) How to Work Hard (Paul Graham) The Most Ignored Investing Premium (Validea) On Low Treasury Yields (Verdad) I’m So Tired of the Transitory Inflation “Debate” (Epsilon Theory) Howard Marks: The Truth About Investing – Full lecture … Read More

This Week’s Best Value Investing News, Research, Podcasts 6/25/2021

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This week’s best investing news: Inner Game with Steven Cohen (Stray Reflections) Gundlach Predicts Inflation Nearing 5% (Validea) Doctor Copper (Verdad) Warren Buffett Filing Indicates Berkshire Hathaway Bought Back $6 Billion of Stock in 2nd Quarter (Barron’s) Virtual Value Investing Q&A Speaker Series Event at Brown University with Howard Marks (VI Q&A) … Read More

This Week’s Best Value Investing News, Research, Podcasts 6/18/2021

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This week’s best investing news: The Golden Constant (Verdad) “Yay, Stock Buybacks!” (Epsilon Theory) Investment Styles and Personality Type (Validea) Oaktree’s Marks Sees Opportunities Abroad in ‘Downtrodden’ Debt (Bloomberg) Portfolio Acid Test (Humble Dollar) Li Lu – The stock market is not created for Value Investors” (WeLoveValue) How Cash Flow Based Value Metrics Performed this … Read More

This Week’s Best Value Investing News, Research, Podcasts 6/4/2021

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Here’s a list of this week’s best investing news: Factor Investing in Commodities (Verdad) Raccoonery in Action (Epsilon Theory) Master Series: David Rolfe (Investment Masters Class) What a Drag (Humble Dollar) GMO Resource Equities (GMO) Speculators Bet The Farm On Stocks (Felder) Your father’s stock market is never coming back (Fortune) Few Opportunities Amid Low Distress, … Read More

This Week’s Best Value Investing News, Research, Podcasts 5/21/2021

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Here’s a list of this week’s best investing news: The Best Macro Indicator (Verdad) Fierce Nerds (Paul Graham) Fear is the mind-killer: secular growth stocks are becoming increasingly attractive (Gavin Baker) 2021 Virtual Value Investing Conference | Conversation with Tweedy, Browne (Ivey) Why the Apple Store Will Fail… (Barry Ritholz) Mauboussin: The Economics … Read More

This Week’s Best Value Investing News, Research, Podcasts 5/14/2021

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Here’s a list of this week’s best investing news: An Age Old ‘Game’ (Jamie Catherwood) I’m Trying To Understand Hedonic Adjustments (Epsilon Theory) David Swensen: The Peter Lynch of Institutional Investing (Morningstar) Weighting on China (Verdad) Investor Taxes and Stock Prices: Threading the Needle! (Aswath Damodaran) The Martian (Scott Galloway) Watch Bill Ackman at the … Read More

This Week’s Best Value Investing News, Research, Podcasts 5/7/2021

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Here’s a list of this week’s best investing news: Berkshire Hathaway 2021 Annual Meeting Insights (BVI) A History of Commodity Booms & Busts (Jamie Catherwood) Crazy New Ideas (Paul Graham) Berkshire Hathaway’s Stock Price Is Too Much for Computers (WSJ) The Limits of Investing Sanity (Collaborative Fund) Graham & Doddsville Newsletter Spring 2021 (Columbia) … Read More

This Week’s Best Value Investing News, Research, Podcasts 4/30/2021

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Here’s a list of this week’s best investing news: Taxing Speculation (Jamie Catherwood) Do Treasuries Still Work? (Verdad) Investing At The Later Stage (Collaborative Fund) Legendary Value Manager Charles de Vaulx Found Dead (Barron’s) What The Boom In Fraud Says About The Current Market Environment, Part Deux (Felder) Nassim Taleb calls bitcoin an ‘open … Read More

This Week’s Best Value Investing News, Research, Podcasts 4/23/2021

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Here’s a list of this week’s best investing news: Berkshire Hathaway Annual Meeting 2021 (ValueWalk) Inflated Fears (Jamie Catherwood) Testing a Countercyclical Approach to Asset Allocation (Verdad) How to Invest Like Warren Buffett (Morningstar) The Corporate Tax Burden: Facts and Fiction (Aswath Damodaran) Stock Answer (Humble Dollar) Why Founder-Led Companies Outperform (Validea) Master Series: Francois … Read More

This Week’s Best Value Investing News, Research, Podcasts 4/16/2021

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Here’s a list of this week’s best investing news: The World’s Top 10 Hedge Fund Managers by Earnings (Visual Capitalist) Li Lu: Value Investing in China, Full Transcript (Latticework) David Einhorn Greenlight Letter Q1 2021 (ValueWalk) Designing a Countercyclical Approach (Verdad) Julian Robertson – 1980 – 1998 Awesome Twitter Thread (Frederik Neckar) Michael … Read More

This Week’s Best Value Investing News, Research, Podcasts 4/2/2021

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Here’s a list of this week’s best investing news: A History of Boats, Canals & Finance (Jamie Catherwood) A Tiger Can’t Change Its Stripes (Epsilon Theory) Countercyclical Asset Allocation (Verdad) Small-Cap: Much Ado About Quality (Marquette) Pershing Square Holdings, Ltd. 2020 Annual Report (Pershing) Interest Rates and Stock Prices: More than meets the … Read More

This Week’s Best Value Investing News, Research, Podcasts 3/26/2021

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Here’s a list of this week’s best investing news: Gilded Age or Roaring Twenties? (Jamie Catherwood) Warren Buffett’s $10 Billion Mistake (Reuters) Inflation, Overvaluation, and the Future of Diversification (Verdad) Cliff Asness – The Replication Crisis That Wasn’t (AQR) Hot and Cold (Epsilon Theory) Five Investing Powers (Collaborative Fund) The Agony & The Ecstasy … Read More