Here’s a list of this week’s best investing reads:
There’s Always a Bear Market Somewhere (A Wealth of Common Sense)
Elastic: Flexible Thinking in a Constantly Changing World (Farnam Street)
Elon Musk’s Notorious Promises: Why Tesla’s Future Success Might Not Be in His Hands (Vitaliy Katsenelson)
Unit Economics – A Modern Value Approach (AM)
My Decade (The Irrelevant Investor)
What Machine Learning Will Mean for Asset Managers (HBR.org)
With the End in Mind (Safal Niveshak)
Beware These Investment Traps (Financial Bodyguard)
Ironing Out an Investing Mystery (Jason Zweig)
The Softbank-WeWork End Game: Savior Economics or Sunk Cost Problem? (Aswath Damodaran)
The Greatest Money-Making Machine of All Time (Of Dollars and Data)
The First Question To Ask When Analysing Opportunities – What Is The Customer Value Proposition? (AM)
Quality Is The Lone Equity Factor Beating The Market This Year (Capital Spectator)
Bogle was right. Character counts (Evidence Based Investor)
Integration and Monopoly (Stratechery)
The Bus Ticket Theory of Genius (Paul Graham)
Oh, How Times Have Changed: Ben Graham’s 10 Criteria For Valuing Stocks (AM)
10 Things Fund Managers Say and What They Actually Mean (Behavioural Investment)
There’s more to market patterns than “sell in May and go away” (Brinker Capital)
Do Activist Investors Create Value? (CFA Institute)
My Annual Talk at Boston College (Mohnish Pabrai)
Security Analysis: Introduction (Part 1) (Focused Compounding)
How To Screen For Potential Opportunities – Using Other Smart Investors 13F’s (AM)
Risky Business (Frank K Martin)
This week’s best investing research reads:
Myth-busting: Fed Actions and Stock Prices (Alpha Architect)
What Is The Chance Of A Recession & Does It Matter? (UPFINA)
For Growth Stocks, Profits Are the New Normal (Advisor Perspectives)
Five Charts that Show there is Nothing Unusual with Stock Market (Price Action Lab)
Three Things I Think I Think – Tesla and the Broken Window Theory (Prag Cap)
The Dumb (Timing) Luck of Smart Beta (Flirting with Models)
Momentum plus – Control volatility or other factors and risk-adjusted returns are improved (Mark Rzepczynsk)
Zombies in the Fed’s Soup (Dr Ed’s Blog)
This week’s best investing podcasts:
Sean Stannard-Stockton and Todd Wenning on The Acquirers Podcast | by Ensemble Capital (Intrinsic Investing)
Money & Behaviour: Understanding Investing from a Psychological Perspective with Daniel Crosby (EP.75) (Rational Reminder)
Joe Ricketts Discusses Trade and Deregulation (MIB)
(Ep.40) The Acquirers Podcast: Bluegrass Capital – Unit Economics, Incremental Returns And Intangible Capital (The Acquirers Podcast)
TIP270: Jesse Itzler – NBA Owner, Entrepreneur, Best Selling Author (TIP)
Jean-Marie Eveillard – Taking a Top-Down Approach to Value Investing (Value Investing with Legends)
The Stock Market Doesn’t Care How Hard You Try (with Barry, Michael, and Morgan Housel) (The Compound Show)
#70 Scott Adams: Avoiding Loserthink (The Knowledge Project)
Ben Hunt – Epsilon Theory: Part Two (EP.62) (The ETF Experience)
Episode 129: Is Bitcoin Breaking Away From a “Crypto Winter?” (Stansberry)
Gavin Baker – Tech and Consumer Growth Investing – [EP.149] (Invest Like The Best)
This is How Economic Crisis and Precarity Shaped the Millennial Generation (Odd Lots)
This week’s best investing graphic/video:
Structured Notes: The Secret to Improving Your Risk/Return Profile? (Visual Capitalist)
(Source: Visual Capitalist)
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