This Week’s Best Investing Reads
Thursday, May 10, 2018 · Johnny Hopkins
Here is a list of this week’s best investing reads:
Full Collection Berkshire Hathaway Annual Meetings (Videos) (Warren Buffett Archive)
The Nerds Were Right. Math Makes Life Beautiful. (Farnam Street)
You Are What You Read (The Reformed Broker)
Bad Advice Can Be Expensive (A Wealth of Common Sense)
Should I Time the Market? (The Irrelevant Investor)
Nobody Planned This, Nobody Expected It (Collaborative Fund)
How to Create An Antifragile Life, and A Stock Portfolio (A Personal Experiment) (Safal Niveshak)
Are Value Stocks Poised for Growth? (Validea)
Mohnish Pabrai: ET Now Interview at Berkshire Hathaway Annual Meeting (Video) (Chai with Pabrai)
Stanley Druckenmiller: Where’s the Invisible Hand When You Need It? (Subscription) (WSJ)
Common Investing Mistakes to Avoid Like the Plague (Old School Value)
Investors Can Miss the Forest for the Smart Beta Trees (Bloomberg)
Munger: You can hardly find two people better at their jobs than Jain and Abel (Video) (CNBC)
Warren Buffett be damned, case for value investing wanes (InvestmentNews)
The Bottom-Up Search for Value and Income (Advisor Perspectives)
Why Winners Keep Winning (Of Dollars and Data)
“It Seemed Like a Good Idea At The Time” (Fundoo Professor)
Time To Go Long David Einhorn (Forbes)
Growing Trends in Private Equity: Secondary Market Investing (CFA Institute)
You too can be value investor! Quick tips from two names who made it big (Economic Times)
The Costliest Bias of All (The Evidence-Based Investor)
Coming Out Ahead by Doing Less (AAII)
This week’s best investing research reads:
Market Volatility? Hang On and Enjoy the Ride (Alpha Architect)
The Unemployment Rate and the Stock Market (Pension Partners)
Free Cash Flow Payout vs. Dividend Payout (Dividend Growth Stocks)
Smart Beta Vs. Factor Funds: What’s The Difference? (EFT.com)
Searching the Factor Zoo (papers.ssrn)
Where Are Stocks Headed Next? (UPFINA)
This week’s best investing podcasts:
Tesla Hathaway (Ben Carlson & Michael Batnick)
Earning Your Stripes: My Conversation with Patrick Collison (Shane Parrish)
TIP189: Creating a Billion Dollar Company w/ Ian Siegel (Preston Pysh & Stig Brodersen)
Famous Investors to Follow (Geoff Gannon & Andrew Kuhn)
Opportunities in Public and Private Markets, with Jason Karp (Patrick O’Shaughnessy)
Olivia Judson, “Life Has Transformed the Planet, Which Has Gone On to Alter the Future Course of Life” (Meb Faber)
Simon Mikhailovich On The Ultimate Insurance Policy: Gold (Jesse Felder)
Collective Wisdom: The best pieces of advice ever received by Real Vision contributors (Adventures In Finance)
This week’s best value investing tweets:
I believe the New York Yankees might never lose another baseball game.
(this is why value investing works btw)
— Clifford Asness (@CliffordAsness) May 6, 2018
Yes, it's true, value investing earns higher expected returns, in part, because it is risky! Good illustration of this point in this piece. https://t.co/4zque5XzVt
— Wes Gray (@alphaarchitect) May 9, 2018
Me, waiting for #FMCG companies to correct to decent valuations #ValueInvesting pic.twitter.com/4tEq7Jjn9Z
— Nish Shetty (@niishetty) May 10, 2018
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