Be in the know. 25 key reads for Saturday…

  1. Bill Miller: There’s a lot to buy out there: Legendary investor Bill Miller (CNBC)
  2. Why the election result is the ‘best of both worlds’ for stocks, according to JPMorgan’s quant guru (Business Insider)
  3. Can Warren Buffett Forecast the Stock Market? (Morningstar)
  4. If you had to own one company for a generation.. (dividendgrowthinvestor)
  5. DuPont Is Materially Undervalued (Morningstar)
  6. Common Probability Errors to Avoid (Farnam Street)
  7. Traveling Back in Time: Historical Resources (investoramnesia)
  8. GAMCO CEO Mario Gabelli on how he’s assessing the micro and macro landscape (CNBC)
  9. Are Value Investors Just Missing Growth Stocks? (behavioralvalueinvestor)
  10. Long Term + Value = Winning Potential (Miller Value)
  11. Why Millennials Should Own Value Stocks (Oakmark)
  12. Dot-Com Redux: Is This Tech “Bubble” Different? (CFA Institute)
  13. Reminiscences of a Stock Operator by Edwin Lefèvre (novelinvestor)
  14. Factored In? (humbledollar)
  15. Berkshire Buybacks Hit Record $9 Billion in Third Quarter. Operating Earnings Miss Mark. (Barron’s)
  16. No Stimulus? This Expansion Still Looks Self-Sustaining, Says One Economist (Barron’s)
  17. Here’s a Timeshare Pitch That’s Worth a Listen: The Investment Case for Marriott Vacations (Barron’s)
  18. Apollo Could Thrive With or Without CEO Leon Black. What’s at Stake for Investors. (Barron’s)
  19. Opinion: How sharp investors use a CEO’s annual shareholder letter as a secret door to superior stocks (MarketWatch)
  20. Opinion: This veteran stock investor is sticking to his strategy no matter who wins the 2020 presidential election (MarketWatch)
  21. Matthew McConaughey and the Art of Livin’ (Vanity Fair)
  22. The president for the next four years gets a surprisingly strong jobs market (CNBC)
  23. The Last 4 Days Show Nice Momentum (quantifiableedges)
  24. Intel’s Success Came With Making Its Own Chips. Until Now. (Wall Street Journal)
  25. Dish Network Stems Pay-TV Defections (Wall Street Journal)

Be in the know. 10 key reads for Friday…

  1. Citi and Barclays Push Back Against the Reflation Doom and Gloom (Bloomberg)
  2. Unemployment Falls to 6.9% as Hiring Climbs More Than Expected (Barron’s)
  3. Why Danone Stock Could Be Appetizing to Investors (Barron’s)
  4. 6 S&P 500 Dividend Payers With Safe Yields Above 2% (Barron’s)
  5. The Fed Could Do a Little More. But a Stimulus Package Would Be Better. (Barron’s)
  6. Investments to Add to Your Portfolio in a Contested Election (Barron’s)
  7. The Boeing 737 MAX Will Come Back Soon. Wall Street Is Getting Ready. (Barron’s)
  8. Alibaba cloud growth outpaces Amazon and Microsoft as Chinese tech giant pushes for profitability (CNBC)
  9. Why the stock market is loving the prospect of a divided government (Business Insider)
  10. Carl Icahn boosts Xerox stake to over 14% (Yahoo! Finance)