This week’s reading and viewing list covers Valuation Multiples: What They Miss, Why They Differ, and the Link to Fundamentals, How To Beat The Market w/ Bryan Lawrence and Risk Seeking vs. Mitigating.

📚 Valuation Multiples: What They Miss, Why They Differ, and the Link to Fundamentals (Michael J. Mauboussin & Dan Callahan)

📚 Risk Seeking vs. Mitigating (Ted Lamade)

📺How to become a better investor, feat. Marc Andreessen, Angela Duckworth, Annie Duke and Howard Marks (Investment Conference 2024 | Norges Bank)

🎙️Michael Green: Market Efficiency Is Not The Question (The Rational Reminder Podcast)

🎙️How To Beat The Market w/ Bryan Lawrence (Richer, Wiser, Happier Podcast)

📚 The Dividend Signal (The Rational Walk)

🎙️Intelligent & Rational Long-Term Investing w/ François Rochon (The Investor’s Podcast)
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📚 How I Think About Debt (Morgan Housel)