This week’s reading and viewing list covers China’s Economic Risks, AI and Telsa with Jim Chanos, Benjamin Graham on Bear Markets and Small Caps at Multi-Decade Valuation Low vs. Large Caps: Opportunity or Trap?
📚 Top Takeaways from Oaktree’s Quarterly Letters–September 2023 Edition (Oaktree Capital)
📚 The lesson in Rupert Murdoch’s retirement? Get ready for the 100-year-old CEO (Fortune)
📚 Jim Chanos on China’s Economic Risks, AI and Telsa (Bloomberg)
📚 How Shipping Helps Explain the World (Bridgewater Associates)
📚 Family of Value: The Davis Dynasty (Neckar’s Alchemy of Money)
📚 Qualitative vs. Quantitative Value Investing (Value Stock Geek)
📚 Benjamin Graham on Bear Markets (Monevator)
🎙️Small Caps at Multi-Decade Valuation Low vs. Large Caps: Opportunity or Trap? (This Week in Intelligent Investing)