This week’s (7/22/2022) top value investing news, podcasts and interviews – The Acquirer’s Multiple | Region & Cash



This week’s best investing news:

Why History Matters (Jamie Catherwood)

What to buy First Redux (Verdad)

Small investors’ appetite for speculation seems insatiable (fields)

Bridging the gap between investor and investment returns (Validea)

¡Deep bear market, amigos! (Rudy Havenstein)

Cathie Woods ARK Closes Transparency ETF (WSJ)

Little Ways The World Works (Cooperation Fund)

“Recession Man”: Burry’s tweets resonate with traders worried about a downturn (Bloomberg)

Hollow Men, Hollow Markets, Hollow World (Epsilon Theory)

Berkshire Hathaway stock has gotten a lot cheaper since Warren Buffett’s (CNBC) buyback binge

Keep the Faith (Humble Dollar)

Good Losses, Bad Losses (Michael Mauboussin)

JPMorgan CEO Dimon sums up US economy in one paragraph – and it sounds bad (CNBC)

How to Identify Behavioral Investment Opportunities and Risks

Tesla sells 75% of its Bitcoin purchases (WSJ)

BofA Survey Shows Full Investor Capitulation Amid Pessimism (Bloomberg)

Edward Chancellor – It will prove largely impossible to normalize interest rates without crashing the economy (the market).

A protégé of Warren Buffett goes into business for himself (NY Times)

Rob Arnott: Fed: “There was no reason to push us into a recession (Yahoo)

Why There’s A Chance The Stock Market Has Bottomed (Barron’s)

hoard cash? Don’t Swing Every Yield Pitch (Jason Zweig)

Did Buffett and Munger See BYD’s One Problem? (Blumberg)

Transcript: Antti Ilmanen (Big Picture)

Kevin Duffy – We’re Dealing With A Whole Different Animal (The Market)

Smead Capital: Two Headed Investment Monster (Smead)

Thirteen “perfect storms” sweeping the world right now (Bloomberg)

Legendary investor Jeremy Grantham says stocks could fall another 25% as ‘super-bubble’ continues to burst (Fortune)

Ken Fisher explains how legendary investors inspired him (Fisher)

15 revelations in Twitter’s lawsuit against Elon Musk (NY Mag)

From $25B to $167M: How a Major Crypto Lender Collapsed, Taking Many Investors With It (CNBC)

Are we headed for a recession? (morning star)

Investing 2022: A polar bear in a snowstorm (William Blair)

Druckenmiller warns bear market may rage as Fed hikes rates (Bloomberg)

Strong dollar extends gains with no end in sight to rally (WSJ)

Bloomberg Wealth: Sam Zell (David Rubenstein)

Josh Wolfe & Nitin Rao Fireside Chat (Cloudflare)

The Catch of Income Investing (Morningstar)

GMO 2Q 2022 Market Commentary (GMO)

Life imitates art. Investing imitates baseball (Wedgewood)

Ariel Focus Fund Q2 2022 (Ariel)

Extreme Times: A golden opportunity? (Miller value)

Giverny Capital Q2 2022 (Giverny)

Examining Inflation, Bear Markets and Business Cycles (Mairs & Power)


This week’s top value investing news:

TIP465: Value Investing in the Digital Age with Adam Seessel (TIP)

Value as Philosophy (First Eagle)

BlackRock tilts ESG charts towards value stocks (Bloomberg)

George Athanassakos on Value Investing: From Theory to Practice (MOI)

How to invest like Warren Buffett during a recession (CNN)


This week’s Fear & Greed Index:

Fear.


This week’s top investing podcasts:

TIP465: Value Investing in the Digital Age with Adam Seessel (TIP)

Episode 12 – The Value Architect (Behind the Balance Sheet)

Dan McMurtrie – On Markets And Politics (EP.115) (Loops)

Episode #430: Frank Giustra & Ian Telfer – The Bull Case for Gold (Meb Faber)

Investing in Asian Markets: Minimizing China Risk (WealthTrack)

Matthew Ball – A Guide to the Metaverse (Invest Like the Best)

Finding Opportunities in the Tech Stock Storm (Excess Returns)

Kerry Craig – JP Morgan Asset Management – State of the Global Markets and What It Means for Investors (Equity Mates)


This week’s Buffett indicator:

fairly rated.


This week’s best investing research:

Can we measure inflation with Twitter (AlphaArchitect)

Buying a Bounce in Bonds (AllStarCharts)

Navigating Systemic Risks: Ukraine, Climate and Crypto (CFA)

Why ESG and why not income inequality? (All About Alpha)


This week’s top investment tweet:


This week’s best investing chart:

Mapped: The top US exports by state (Visual Capitalist)

Map of the most common export in each US state

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