Here’s a list of this week’s best investing reads:
Charts of the Decade (A Wealth of Common Sense)
The Twitter Types (The Irrelevant Investor)
The Top Performing Stocks of the Decade (The Reformed Broker)
How To Turn $100,000 Into $20 Million (TAM)
The Financial Illiteracy Epidemic (The Rational Walk)
Ancient Funds That Are Still Beating the Market (Validea)
Mohnish Pabrai: 4 Great Questions Answered On The Current State Of Value Investing (TAM)
A Way to Detect Bias (Paul Graham)
Candy Land (HumbleDollar)
Ponzi Schemes, Private Yachts, and a Missing $250 Million in Crypto (Whitney Tilson)
Michael Mauboussin: 10 Rediscovered Lectures From Benjamin Graham (TAM)
A Pragmatic View on the Existence of Billionaires & Government (Prag Cap)
technical debt (Research Puzzle)
What Nervous Investors Are Buying to Feel Brave (Jason Zweig)
The Virtuous Investor: Rule 18 (Klement)
Panera Bread and the Illusion of Fresh (MOI Global)
Julian Robertson: One Of The Most Important Lessons – Double Up, Not Down! (TAM)
Stock Price Guidelines (Focused Compounding)
What’s Really Important In The Market (TradeFeed)
What’s Your Delta? (Of Dollars and Data)
Why Value Investing Works (Safal Niveshak)
Markets Are Up 30% YTD. Your Portfolio Is Not. Here’s Why (The Big Picture)
Bill Nygren: Here’s Why Alphabet And Netflix Can Be Classified As Value Stocks (TAM)
The Foundation Stones Of Good Investing. Part 2 – Five Effective Investment Practices (FBB)
3 Financial Statements to Measure a Company’s Strength (Schwab)
A “Conservative” Stock Selection Model Built for the Long-Term Investor (Sure Dividend)
Lessons Learned From The Recent Recession Scare (The Capital Spectator)
What Can Investors Learn From Ray Dalio’s Mentorship With Sean ‘Diddy’ Combs (TAM)
The Fundamental Problem for Indexes (WisdomTree)
Buy, Sell, Or Hold? (GMM)
This Time is Different, Energy Icons, Cyber Attacks (Jamie Catherwood)
How Does The Endowment Model (Of Investing) Work? (TAM)
Charts of Stock Market Strength (PAL)
Flushing Money Down The Toilet (Ramp Capital)
Steeper Yield Curve & Improving PMI (UPFINA)
Working (Barel Karsan)
It’s Not So Much … (Epsilon Theory)
The Dumb (Timing) Luck of Smart Beta (Flirting with Models)
The Fundamental Law of Lifestyle Inflation (Your Brain On Stocks)
Position Sizing: How to Weight the Stocks You Own? | by Paul Perrino, CFA (Intrinsic Investing)
Global Pension Funds: The Coming Storm (CFA Institute)
The Ultimate 2020 Market Playbook (bps and pieces)
Nasdaq 10,000 ….You Can Taste It! (Howard Lindzon)
Paul Volcker: The Great Disinflator (Dr Eds Blog)
2020 Outlook for Emerging Markets Equity Investing (Advisor Perspectives)
Protecting the Downside of Trend When It Is Not Your Friend: Part 2/2 (Alpha Architect)
Trendline Wednesday – 12/11/2019 (Dana Lyons)
Is there a bull market in feeling bad? (Brinker)
This week’s best investing podcasts:
The Best Investment Writing Volume 3: Ben Johnson – When Markets Are Tough, Don’t Look (Meb Faber)
Where Do FAANG Stocks Go From Here? (Stansberry)
Josh Gets Schooled About Good Coffee (The Compound)
Where to Find the Best Value Stocks in 2020(Value Investor)
Esther Duflo on Management, Growth, and Research in Action (Conversations with Tyler)
Rohit Prasad: Amazon Alexa and Conversational AI (AI Podcast)
Charles Plosser & Dennis Lockhart (Behind the Markets)
#10 – George Pearkes (Jelly Donut)
Building Unicorns in Europe (Expotential View)
Neal Triplett and Kim Lew – Issues of Management at Duke and Carnegie EP.116) (Capital Allocators)
This week’s best investing graphic/video:
Charting the World’s Major Stock Markets on the Same Scale (1990-2019) (Visual Capitalist)
(Source: Visual Capitalist)
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