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This Week’s Best Investing Articles, Research, Podcasts 9/6/2019

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  • Here’s a list of this week’s best investing reads:
  • This week’s best investing research reads:
  • This week’s best investing podcasts:

TAM Stock Screener – Stocks Appearing In Pabrai, Greenblatt, Griffin Portfolios

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  • Part of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios.
  • Industrial Materials segment manufactures high-quality graphite electrodes essential to the production of electric arc furnace steel and other ferrous and non-ferrous metals.
  • Joel Greenblatt: 909,066 total shares

What Was Benjamin Graham’s Net Worth? You’d Be Surprised

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  • He put together a portfolio of around 30 net nets — as he called stocks selling at two-thirds or less of NCAV — and over the next three decades he earned around 20% per year on them.
  • Throughout the backtests, net nets were the most profitable group.
  • What most of these studies have in common — aside from the fact that they focus on net nets — is a simple mechanical buy-and-sell process for an investment strategy.

My Single Greatest Achievement

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  • I get the feeling that spending time with his son is the main reason why he loves to travel.
  • But he made a budget through intentional prioritization of his spending – elevating things he values and enjoys – travel and driving – and deemphasizing things that are less important to him, like food and size of his dwelling.
  • Just like with Jonah, I cannot.

Why I Don’t Keep Cash and Invest it All

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  • Keep cash to invest later.
  • In my next webinar, “ Should You Buy Stocks Now?
  • You have money available, but you don’t know how to invest it.

Old School Value Nugget Fest (September 4th Edition)

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  • This sentiment was echoed by the Collaborative Fund article below, which has a nice translation to what that means in the world of investing: you’ve got to invest in companies you care about because otherwise, you’ll never be able to stick with them.
  • The double-whammy of losing money and not caring about the company is too much, so you have to care.
  • Conventional wisdom isn’t always mistaken and it’s folly to slavishly imitate the master investors.

Bloomberg: The Big Short’s Michael Burry Explains Why Index Funds Are Like Subprime CDOs

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  • Here’s an excerpt from an article at Bloomberg in which Michael Burry explains why index funds are like subprime CDOs:
  • Index Funds and Price Discovery
  • And now passive investing has removed price discovery from the equity markets.

Bill Ackman – Top 10 Holdings Q2 2019

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Investors Can Generate Additional Alpha Using A ‘Call Overwriting Program’

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  • Benn Eifert: Everything I think starts from the same basic thought process, which is derivatives markets exist not because there are guys like us who want to go find some sneaky trades to do to try to generate some alpha.

I Started A Patreon Page

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  • It allows content creators like myself to run a subscription membership.
  • My intent on setting this up is to simply take donations for my continued work on this blog and Twitter.
  • All of my posts and everything will stay public and by donating monthly you will simply be supporting my efforts.

Catching the DYSL de-Reg Drop

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  • They estimate $900k annual savings so I can see their point of view.
  • To accomplish the de-reg the company had to get below 300 shareholders "of-record" so they did a split and bought out all shareholders holding less than 8k shares for $1.15.
  • DYSL ended up buying back 2.8M shares, 16% of the common, for $3.2M.

Taking an investing break until after the election

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  • That said, I have sold off and cashed a lot of the portfolio and I will only start to consider re-deploying after the upcoming Canadian election.
  • If the Conservatives don’t get a majority government, it is likely that status quo will continue – avoiding Western Canadian investments will generally be wise as Liberal governments tend to focus on Toronto and everything east of it (Bombardier, SNC Lavalin, etc.
  • The oddsmakers at 338 right now are projecting a 70% chance that the Liberals will get the most seats, but this will undoubtedly change through the campaign.

5 Dividend Growth Stocks With Strong Capital Appreciation

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When we think of dividend stocks, yield is almost certainty what first comes to most peoples mind. The more sophisticated income investor will also consider dividend growth, and weigh the merits of taking a lower current yield in exchange for higher future income from a stronger dividend growth rate. However, there is something else that is often just an afterthought... capital appreciation...

Tiger Global Continues To Buy Sunrun

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  • Chase Coleman 's hedge fund firm Tiger Global has filed yet another Form 4 with the SEC regarding their ownership of Sunrun (RUN).
  • We previously detailed last week how they were out buying RUN shares .
  • Per the latest filing, Tiger Global was out acquiring more shares on August 29th, 30th, as well as September 3rd.

What We're Reading ~ 9/4/19

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  • Certain to Win: The strategy of John Boyd, applied to business [Chet Richards]

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