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The Acquirer’s Multiple Gazette – (Investing Reads, Podcasts, Tweets, Superinvestor News)

Thursday, January 11, 2018 · Johnny Hopkins

The Acquirer’s Multiple Gazette is a roundup of this week’s best investing reads, podcasts, tweets and superinvestor news:

Investing Reads

Complexity Bias: Why We Prefer Complicated to Simple (Farnam Street)

Will Big Tech Do The Right Thing? (The Felder Report)

The Fatal Mistake Crypto Investors are Making Now (The Reformed Broker)

10 Things Investors Can Expect in 2018 (A Wealth of Common Sense)

The Thrill of Uncertainty (Collaborative Fund)

Less Phone, More Nature: 34 Resolutions For a Better 2018 (Jason Zweig)

2018 Investment Outlook (Above The Market)

Lessons from the 1980s for disruption. (13D Research)

The Fallacy of Instant Success (Intelligent Fanatics)

Signs of Euphoria Are So High Investors Are ‘Having a Hard Time Imagining a Decline’ (Bloomberg)

 

Superinvestor News

Carl Icahn: Open letter to the Board of Directors of SandRidge Energy (carlicahn.com)

Bill Miller: Market could be headed for a ‘melt-up (CNBC)

Warren Buffett: Cryptocurrency will come to a bad ending (CNBC)

Charlie Munger: Bitcoin and other cryptocurrencies are also bubbles (CNBC)

David Tepper says market is as ‘cheap’ as a year ago (CNBC)

Prem Watsa: The world’s greatest investors (MoneyWeek)

Bill Ackman: Pershing Square fund to slash management fees (New York Post)

 

Investing Podcasts

Michael Lewis Returns (Motley Fool Money)

Blair Hull, “Emotions Will Kill You in This Game” (Meb Faber)

Animal Spirits: Meltup (Michael Batnick & Ben Carlson)

The Art of the Good Life by Rolf Dobelli (The Investors Podcast)

Creative Investing, with CoVenture’s Ali Hamed (Investor’s Field Guide)

Five Investing Podcasts You Should Listen To (Alpha Architect)

 

Investing Research

Investing: Top White Papers 2017 (Savvy Investor)

2017: The Year in Charts (PensionPartners)

Since 1950, the S&P 500 in 2017 Ranks First, Fourth, Tenth or Twenty-third? (The Aleph Blog)

 

Investing Tweets

https://twitter.com/DavidBCollum/status/950711197770440704

Jeremy Siegel Grantham pic.twitter.com/N0b1bsQiKf

— Rudolf E. Havenstein (@RudyHavenstein) January 4, 2018

Last year I opened up my calendar for 30-minute "Office Hours" phone calls with anyone interested all over the world and chatted markets and strategies, Broncos, good beers, whatever. It ranged from pros managing billions to investors just starting out…

— Meb Faber (@MebFaber) January 9, 2018

Many in finance like to sound smart by making things complex. These people usually work for other people. Successful people simplify things.

— Ian Cassel (@iancassel) January 9, 2018