Here is a list of this week’s best investing reads:
[timeless]
Check out our H2 hedge fund letters here.
Goldilocks And The Liquidity Bears (The Felder Report)
The Race to A Trillion (The Irrelevant Investor)
What Really Fueled The Bull (The Reformed Broker)
Half Life: The Decay of Knowledge and What to Do About It (Farnam Street)
The Power of Narrative (A Wealth of Common Sense)
Ironies of Luck (Collaborative Fund)
Stoic Philosophy as seen through Shawshank Redemption; Hickey (csinvesting)
Superinvestors and Stock Spinoffs – What Buffett And Munger Have To Say About Investing In Spinoffs (Part I) (ValueWalk)
What Klarman And Greenblatt Have To Say About Investing In Spinoffs – PART II (ValueWalk)
Human Behavior and The Panic of 1907 (Base Hit Investing)
Investors Should Embrace Probabilities to Improve Decision Making (Behavioural Investment)
Roll the Dice (Of Dollars and Data)
18 Cognitive Bias Examples Show Why Mental Mistakes Get Made (Visual Capitalist)
3 Mistakes Novice Investors Make All The Time & How To Avoid Them (Forbes)
Buybacks & the Instant Gratification of Financial Engineering (Frank K Martin)
This Week’s Best Investing Research Reads:
Why Isn’t There Any Inflation? (CFA Institute)
Do Relative-Value Strategies Beat Traditional Systematic Value Investing Strategies? (Alpha Architect)
Harvard Business Review: Why Financial Statements Don’t Work for Highly Innovative Companies (Advisor Perspectives)
What Real Yields Should Investors Expect For Bonds? (Pension Partners)
Profiling Correlations For The Major Asset Classes (The Capital Spectator)
This Week’s Best Investing Podcasts
Animal Spirits Episode 20: Goodnight Moon (Ben Carlson & Michael Batnick)
Snap Judgements – a Review of Blink by Malcolm Gladwell (The Investors Podcast)
Albert Wenger – World After Capital (Patrick O’Shaughnessy)
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Article by Johnny Hopkins, The Acquirer's Multiple