Be in the know. 25 key reads for Saturday…

  1. Charlie Munger’s ‘Bag of Tricks’ (mastersinvest)
  2. Have Investors Gotten Too Bearish On The Banks? (thefelderreport)
  3. Value in Recessions and Recoveries (research affiliates)
  4. NYC Executives Commuting to Work by Air From Vacation Homes (Bloomberg)
  5. Fall 2020 Edition of Graham & Doddsville (G & D)
  6. Apple, Amazon, and Facebook shed $220 billion in market value as shares tank after earnings (Business Insider)
  7. Private jet traffic to the Hamptons and Aspen is booming as the rich flee big cities (CNBC)
  8. Descriptions Aren’t Prescriptions (Farnam Street)
  9. Cruise stocks rise after CDC lifts no-sail order, clears industry to plan return (CNBC)
  10. The Wit and Wisdom of Warren Buffett (dividend-growth-stocks)
  11. The Fed could face pressure to act: ‘They don’t have the luxury of time anymore’ (CNBC)
  12. McRib coming back to McDonald’s locations nationwide (USA Today)
  13. Take a peek at Warren Buffett portfolio and his 11 longest-held stocks (USA Today)
  14. Europe Risks a New Economic Downturn as Lockdowns Return (New York Times)
  15. Why cinema will survive the coronavirus pandemic (MarketWatch)
  16. Coronavirus is driving a new generation of home cooks to Kraft Heinz products (MarketWatch)
  17. Bugatti unveils a super light hypercar that can top 300 mph (CNN Business)
  18. This “Portal” Lets You Beam a Hologram of Yourself Into Video Calls (futurism)
  19. Regeneron halts trial of antibody treatment in seriously ill Covid patients (Financial Times)
  20. What happens when value grows like growth? (Verdad)
  21. Examining “Ben Graham’s Net Nets: Seventy-Five Years Old and Outperforming” (globalinvestinginsight)
  22. Allbirds, the billion-dollar sneaker start-up, launches apparel (Financial Times)
  23. Judge Kicks Off Scheduling in Google Antitrust Case (Wall Street Journal)
  24. The Man Who Made Milton Friedman a Star (Wall Street Journal)
  25. This Is Jerome Powell’s Moment, No Matter Who Wins (Barron’s)