Be in the know. 25 key reads for Saturday…

  1. A long winter for value investing could be ending. (Barron’s)
  2. Intel Can Shine Again (Barron’s)
  3. Moore’s Law Is Ending. Here’s What That Means for Investors and the Economy. (Barron’s)
  4. Yellen Under Consideration by Biden Team for Treasury Chief (Bloomberg)
  5. The Transcript 11.09.20 (quotes from this week’s earnings calls) (theweeklytranscript)
  6. Vaccine Bursts Bubble of Concern Over Dot-Com Level Valuations (Bloomberg)
  7. Value Investor Insight (OakMark)
  8. Pfizer Vaccine Brings Vision of Relief Even as Pandemic Rages On (Bloomberg)
  9. Learning From Cornelius Vanderbilt (IMC)
  10. Brothers Build $22 Billion Fortune on Hope for Covid-19 Vaccine (Bloomberg)
  11. How Allbirds Became Silicon Valley’s Favorite Sneaker (Wall Streeet Journal)
  12. Warren Buffett and Charlie Munger on Investing in Tobacco Stocks (dividendgrowthinvestor)
  13. Hedge funds hit after abrupt market pivot on vaccine (Financial Times)
  14. Horses for Courses (Verdad)
  15. Traditional Investments Can Weather Inflation (Morningstar)
  16. Stock market investors start to look beyond coronavirus (Financial Times)
  17. Learning Through Play (Farnam Street)
  18. Value Stocks May Have Done a Lot Better Than You Think (Wall Street Journal)
  19. Why Berkshire Hathaway Continues to Own Struggling Businesses (gurufocus)
  20. Warren Buffett likely bought back $2.4 billion of Berkshire Hathaway stock in October, boosting repurchases to a record $18 billion this year (Business Insider)
  21. Characteristics of High-Quality Compounders (vintagevalueinvesting)
  22. Paul Tudor Jones: The Mental Obstacles of Investing (NovelInvestor)
  23. These are the 14 value stocks that top-performing investment newsletters like the most (MarketWatch)
  24. Here are 20 stocks that may benefit as investors rotate money into cyclical sectors (MarketWatch)
  25. Want to become a better investor? Here are 5 lessons from Warren Buffett. (USA Today)