This Week’s Best Value Investing News, Podcasts, Interviews (4/22/2022)

This week’s best investing news:

Robber Barons, Hostile Takeovers & Insider Trading (Jamie Catherwood)

Confidence (Verdad)

Aswath Damodaran – The Problem With Old Time Value Investors (Elearnmarkets)

Principles For Dealing With The CHANGING WORLD ORDER! (How To Prepare) (Lewis Howes)

David Einhorn – Greenlight Capital Q1 2022 Letter (Greenlight)

Let Others Despair (Humble Dollar)

Bill Ackman – Pershing Square Q1 2022 Letter (Pershing Square)

50 Cognitive Biases (Barry Ritholz)

Does Wall Street Need New Storytelling? (Insecurity Analysis)

A Reminder to Focus on the Journey, Not the Destination (Safal)

Celebrating David Swensen’s life and legacy (Yale)

Umpires, Not Kings (Scott Galloway)

Idea Brunch with Ben Claremon of Cove Street Capital (SIB)

Jeffrey Gundlach CNBC Squawk on the Street (DoubleLine)

The Myth of Consistent Outperformance (Behavioural Investment)

William Blair: 10 Reasons We Still Like Industrials (William Blair)

When Cash Is King (Compound Advisors)

The Stock Market’s Future Ain’t What It Used to Be (WSJ)

Fast and Easy Money? Not So Fast (Frank Martin)

No, the Fed’s Balance Sheet Doesn’t Explain Stocks’ Moves (Fisher)

Autocracy is a bad investment (Morningstar)

Cohort Effects on Expected Co-Movement (papers.ssrn)

The good, bad and ugly of stock trade training courses (Forbes)

Cut Your Retirement Spending Now, Says Creator of the 4% Rule (WSJ)

Longleaf Commentary Q2 2022 (Longleaf)

Royce Total Return—1Q22 Update and Outlook (Royce)

The Tech Bubble That Never Burst (WSJ)

1Q2022 – The End of an Error. The Beginning of an Error (Wedgewood)

Newfound Research Q1 2022 (Newfound)

Mairs & Power Q1 2022 (MP)

Sequoia Fund Q1 2022 (Sequoia)

Pzena Investment Management Q1 2022 Commentary (Pzena)

Third Avenue Q1 2022 (TA)

John Rogers – Ariel Fund Q1 2022 (Ariel Fund)

Ensemble Fund Q1 2022 (Ensemble)

First Eagle Q1 2022 Letter (FEIM)

Dodge & Cox Q1 2022 Letter (DC)

---

This week’s best value Investing news:

The Generational Dislocation in Value Stocks (OSAM)

A Value Investor Gathering in Omaha (Vitaliy Katsenelson)

The Value Winter Is Thawing (Robeco)

---

This week’s Fear & Greed Index:

Fear.

---

This week’s best investing podcasts:

How to Buy Stocks During A Crisis w/ Nick Maggiulli (TIP)

Jack Schwager on What We Can Learn From History’s Best Traders (Validea)

Episode #408: Neil Dahlstrom, John Deere – Tractor Wars (Meb Faber)

#135 Sarah Jones Simmer: The Foundation of Trust (Knowledge Project)

Ep. 222 – Investing is a Game of Detective Work with Matthew Cochrane (Planet MicroCap)

Henry Ward – Transforming Private Markets (Invest Like The Best)

Erick Mokaya – Achiever and Learner (Business Brew)

Investor Audibles: GreenWood Investors, Worm Capital, Third Point, & Gator Capital (Value Hive)

Andrew Milgram – Mid-Market Distressed Investing at Marblegate (Capital Allocators)

365 – Pricing Power (Part 2) (InvestED)

10-K Diver — Finance For Everyone (Infinite Loops)

Ep 116: Matthew Kidman – Who’s lying and who’s not.. Investing in small caps (Inside The Rope)

---

This week’s Buffett Indicator:

Overvalued.

---

This week’s best investing research:

The Implementation Costs of Indexed ETFs (AlphaArchitect)

What If the US Government Were Valued Like a Company? (CFA)

Bullish Information From Bonds (AllStarCharts)

Investing: Art or Science? (AllAboutAlpha)

---

This week’s best investing tweet:

---

This week’s best investing graphic:

Visualizing All Electric Car Models Available in the U.S. (Visual Capitalist)