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)

Be in the know. 17 key reads for Friday…

  1. Why Value Stocks’ Gains Might Be Real This Time (Barron’s)
  2. Stocks in these 11 industries are set to rocket higher once a COVID-19 vaccine is approved, UBS says (Business Insider)
  3. Disney’s Stream Is Floating an Awfully Big Ship (Wall Street Journal)
  4. Apple doc ‘Becoming You’ shows what happens when parents don’t coddle kids (New York Post)
  5. Why healthcare stocks are the best value sector to buy right now, according to a Goldman Sachs stock chief (Business insider)
  6. Markets Are Already Pricing a Successful Moderna Vaccine Shot (Bloomberg)
  7. DoorDash makes U.S. IPO filing public, reveals rapid revenue growth (Reuters)
  8. Palantir boosts its full-year revenue outlook (Fox Business)
  9. Betting Odds, Picks For 2020 Masters Tournament: DeChambeau, Johnson And Tiger (Benzinga)
  10. We’ll Be Home For Christmas. The Energy Report 11/13/2020 (Phil Flynn)
  11. 15 Stocks That Held Up Amid This Week’s Wild Swings (Barron’s)
  12. Quant Shock That ‘Never Could Happen’ Hits Wall Street Models (Bloomberg)
  13. ‘Help is coming — and it’s coming soon’: Dr. Fauci outlines when COVID-19 vaccine will be available to all Americans (MarketWatch)
  14. It’s Time to Get ‘Aggressive’ on Bank Stocks. Here’s Why. (Barron’s)
  15. Pfizer’s Vaccine Is a Pick-Me-Up for Value Stocks (Wall Street Journal)
  16. Scanwell Aims to Offer Instant At-Home Covid Antibody Test (Wall Street Journal)
  17. Oil Forecasters’ Gloom Eclipsed by Vaccine Hope (Wall Street Journal)

Be in the know. 21 key reads for Thursday…

  1. Overall Consumer Prices Were Unchanged in October (Barron’s)
  2. Companies with more women in management have outperformed their more male-led peers, according to Goldman Sachs (Business Insider)
  3. 6 Bank Stocks That Could Be Winners in 2021 (Barron’s)
  4. The Louis Armstrong, “What a Wonderful World” Stock Market (and Sentiment Results)… (ZeroHedge)
  5. AC/DC’s Wild Ride on the ‘Highway to Hell’ (Wall Street Journal)
  6. Alibaba Sets ‘Singles Day’ Sales Record (Wall Street Journal)
  7. Hollywood gets back to work as film permits rise 24 percent (New York Post)
  8. U.S. Initial Jobless Claims Decline by the Most in Five Weeks (Bloomberg)
  9. Moderna Poised to Take Vaccine Spotlight With Data Due (Bloomberg)
  10. Oil CEOs believe a demand recovery is coming, but volatility is here to stay (CNBC)
  11. ‘Help is coming — and it’s coming soon’: Dr. Fauci outlines when COVID-19 vaccination will be available to all Americans (MarketWatch)
  12. Energy Assault. The Energy Report 11/12/2020 (Phil Flynn)
  13. Google releases predictions of popular holiday gifts (USA Today)
  14. The stock market’s fear gauge is approaching a key technical level that could signal further upside for equities, Fundstrat’s Tom Lee says (Business Insider)
  15. Nissan Is an Unlikely Pandemic Winner (Wall Street Journal)
  16. Landowners in America: These people own the most land in the U.S. (USA Today)
  17. Bridgewater’s Dalio Sees Governments Banning Bitcoin Should It Become ‘Material’ (Yahoo! Finance)
  18. Rob Arnott Sees Value Recovery Taking Root After Worst Meltdown Since 1931 (Institutional Investor)
  19. Consumer Sentiment Edges Higher – BofA Securities (Street Insider)
  20. American Airlines restarts China flights, bringing U.S. weekly total to 10 (Fox Business)
  21. Buy Raytheon, Spirit Because of Pfizer’s Vaccine News, Analyst Says. Here’s How Far Those Stocks Can Run. (Barron’s)