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Archive for the ‘investing reads’ Category

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:

(Ep.42) The Acquirers Podcast: Mark Yusko – Endowment Value, Endowment Model, Value Investing, Crypto And Bitcoin (TAM)

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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Here’s a list of this week’s best investing reads:

A Random Watch Down Wall Street: Boiler Room (A Wealth of Common Sense)

The Rise and the Fall (Irrelevant Investor)

Writing and speaking publicly about stocks; Commitment bias; Listening to contrary opinions; Buffett’s mistake not selling Coca-Cola (Whitney Tilson)

The Danger of Judging Investment Metrics Based on Performance (Validea)

Buffett’s No Called Strikes (Novel Investor)

FREE PASS: Tobias Carlisle, Plus A Bunch Of Other Investing Experts At The Online Wealth365 Summit January 2020 (Wealth365)

3 Reasons Why Some Companies Never Pay Dividends (Sure Dividend)

G.A.U.P – Growth At An Unreasonable Price (AM)

The Man Who Solved The Market (Barel Karsan)

Credit Suisse: Countdown to QE4? (Credit Suisse)

Beware These Investment Traps (Financial Bodyguard)

2020 Global Market Outlook: New Heroes Needed (Schwab)

Bitcoin and other crypto assets: what are they really? (EBI)

Tracking your dividend growth is just step 1 of investing with confidence (Dividend Guy)

Bonding With Bonds (HumbleDollar)

The Tablecloth to Napkin Financial Analysis Model (AM)

The Two Chinas (Intrinsic Investing)

My View on “Late Stage Capitalism” (Prag Cap)

Can US Continue To Outperform Global Equity Markets? (UPFINA)

A Framework for Regulating Competition on the Internet (Stratechery)

Why Stock Borrow Costs Matter (Shortsight)

10 Important Questions to Consider Before Investing in a Company (Behavioral Value Investor)

What Type of Investor Are You? (GuruFocus)

People have a hard time understanding inflation (Klement)

A Conversation on Rebalance Timing Luck (Flirting with Models)

Digging For Broken IPO’s (Howard Lindzon)

The Phantom Metric: What Really Drives US Equity Valuations? (Advisor Perspectives)

Paul Volcker dies – The champion of monetary pragmatism (Mark Rzepczynski)

The Intellectual Investor – The Intelligent Investor, Plus Creativity (AM)

Global Impact of Investor Home Country Bias (Alpha Architect)

Inflation Remains in a Coma in Major Economies, Frustrating Central Bankers (Dr Ed’s)

Nine Nuggets of Rock-Solid Advice for Retirement-Age Clients (CFA Institute)

How To Evaluate Smart Beta ETFs (FactorResearch)

Small Caps have been packing a punch, and that could be big for the market (Brinker)


This week’s best investing podcasts:

My Conversation With Annie Duke (All Star Charts)

Episode #179: Dan Ferris, “What We Do In The Markets, It’s An Unnatural Act…You’ve Got To Have Some Discipline” (Meb Faber)

How Nearly Two Decades Of Fed Policy Contributed To Bubbles, Busts, And A Boom In Debt (Odd Lots)

(Ep.41)  Vitaliy Katsenelson – Value Intellect, Softbank, Telsa And Value (The Acquirers Podcast)

Buffett is Buying Energy and Retail: Should You? (Value Investor)

Ronald-Peter Stöeferle: We Are Still at the Beginning of a Big Bull Market for Gold (Palisade Radio)

Morningstar’s Kunal Kapoor, Storyteller in Chief(Take 15)

Kip McDaniel – How to Get an Allocator’s Attention (EP.115) (Capital Allocators)

Joe McLean – How to be a Pro’s Pro – [EP.143] (Invest Like The Best)

Mike Krieger (Know Your Risk Radio)

Growth and the Energy Transition with Vaclav Smil (Exponential ETFs)

Mounting Recession Signs: Prescient Economist David Rosenberg’s Warnings (WealthTrack)

Noam Chomsky: Language, Cognition, and Deep Learning (AI Podcast)


This week’s best investing graphic/video:

The Dramatic Rise and Fall of Cannabis Company Stocks (Visual Capitalist)

(Source: Visual Capitalist)

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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)

How Amazon Wove Itself Into the Life of an American City; Thousands Protest Amazon; PayPal’s scam; The seven ways getting rich increases your odds of divorce (Whitney Tilson)

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)

Episode #190: Radio Show: Buying Stocks At All Time Highs…Fund Manager Sentiment…Year End Questions for Advisors and Brokers (Meb Faber)

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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