Weekend Reads - Aug 17, 2024
Picking the Hill for Your Snowball; Known, unknown and Unknowable risks; Factors and Taxes; The Addiction Economy; The Upside of Getting Dumped; and more...
Picking the Hill for Your Snowball (Eagle Point Capital)
KuU - Known, unknown and Unknowable risks (Disciplined Systematic Global Macro Views)
Factors and Taxes (Alpha Architect)
The Addiction Economy (Napkin Math)
Nixed: The Upside of Getting Dumped (Research Affiliates)
So You Want to Start a Trading Business (Robot Wealth)
The Sorry State of Retail Investor Portfolios (Klement on Investing)
Successful Investing in a Disrupted World ft. Aswath Damodaran (🎧 Top Traders Unplugged)
Challenging Conventional Investing Beliefs with Meb Faber (🎧 Excess Returns)
The Cockroach Portfolio (Market Sentiment)
A Mean Reversion Strategy from First Principles Thinking (Quant Trading Rules)
This Michael Mauboussin Masterclass Can Make You A Better Investor (📺 The Meb Faber Show)
Rory Sutherland – Are We Now Too Impatient to Be Intelligent? (📺 Nudgestock)
Don't Run a Country Like a Company (📺 Amit Varma)
Factor Decay, August Volatility & Transaction Costs (📺 Alpha Architect)
A Deeper Understanding of Vertical Spreads (Party at the Moontower)
Investor Influence on Media Coverage: Evidence from Venture Capital-Backed Startups by Baik and Shin (SSRN)
Firms' Perceived Cost of Capital by Gormsen and Huber (SSRN)