Be in the know. 25 key reads for Saturday…

  1. S.-Listed Chinese Stocks Tumbled. Why the Selloff May Have Been Premature. (barrons)
  2. Bristol Stock Is Too Cheap. Why It Could Be Ready to Rally. (barrons)
  3. Li Lu On Munger’s Patience To Wait For The Right Opportunity (acquirersmultiple)
  4. Opinion: Insider buying says a Santa Claus rally is on the way — here are 10 stocks they favor (marketwatch)
  5. The Housing Boom Could Last for a Decade. Buy These Stocks. (barrons)
  6. Bill Miller’s Journey (Part II): Lessons of Triumph and Tragedy. (neckar)
  7. Aswath Damodaran (NYU): “ESG is the most oversold and overhyped concept in the history of business.” (youtube)
  8. Graham & Doddsville – Columbia B-School – Fall Newsletter (edu)
  9. Twitter’s New CEO Parag Agrawal Shakes Things Up. Two Executives Are Out. (barrons)
  10. A Metaverse Skeptic Starts to Believe (barrons)
  11. Walgreens Stock Rises on Reports of Possible Sale of U.K. Drugstore Unit (barrons)
  12. United Airlines Is a Top Pick at Cowen for 2022. Here Is Why. (barrons)
  13. Cyclical Stocks Could Beat the Market. Others Are Set to Lag Behind. (barrons)
  14. What Scares the Stock Market More Than Covid? The Fed. (barrons)
  15. MSCI Now Tracks Hong Kong Shares of JD.Com and NetEase. That’s a Shift in Liquidity From U.S. for Chinese Stocks. (barrons)
  16. China May Finally Recertify the MAX. Boeing Shares Need the Boost. (barrons)
  17. Wages Shoot Up in Travel, Food and Other In-Demand Industries (wsj)
  18. Iran Nuclear Talks Stall as Tehran Toughens Stance (wsj)
  19. The Vast Promise of mRNA Technology (wsj)
  20. Want to Fly Private Jets and Not Be ‘Flight Shamed?’ Try Hailing a Ride (wsj)
  21. Chinese authorities said they would step in to help Evergrande deal with its crisis after the company sought assistance from its provincial government. (wsj)
  22. China’s birth rate has hit a record low. That could shake the world economy. (businessinsider)
  23. UBS says these 40 stocks with high retail participation are set to outperform most over the next 3 months, based on a strategy that’s consistently delivered over 12% since 2015 (businessinsider)
  24. Why the November Jobs Report Is Better Than It Looks (nytimes)
  25. Is Private Equity Overrated? (nytimes)