#3 - Investment Writers To Read

Need something to read?

Howdy, hope wherever you are you’re doing well.

So you have some spare time on your hands and want to read from the best writers in finance and investing? Look no further. (Bear in mind, just my opinion and in no particular order).

Morgan Housel

Who?

Currently a partner at Collaborative Fund. Formerly wrote for The Motley Fool and The Wall Street Journal! That’s a pretty cool resume. @Morganhousel on Twitter.

The Site

Posts at the Collaborative Fund website, alongside a few others. Often gives a good broad view of things, not always on the specifics and nitty-gritty of finance. Which I like. Makes for a nice easy read that can be applicable to a range of situations and topics.

Recommended Read

One of his articles that I think is a must-read especially right is We’ll Get Through This.

Another one of my favourites is Five Lessons from History.


Nick Maggiulli

Who?

Currently a data scientist at Ritholtz Wealth Management. Has a degree in Economics from Stanford. Interestingly started out just writing and blogging about finance before turning it into a career. @Dollarsanddata on Twitter.

The Site

His own site, Of Dollars and Data. One of the Ritholtz wealth crew, which includes Ben Carlson (also on this list), Joshua Brown and Barry Ritholtz. They’re all pretty prominent on Twitter. Since he’s a data scientist by trade obviously there’s a few numbers involved. But don’t be scared! Nick has a wonderful way of explaining the data and making it relevant for investors of all expertise. Overall investing themes, personal investing, index funds etc, so no deep dives on individual companies if that’s your thing.

Recommended Read

Even God Couldn’t Beat Dollar-Cost Averaging


Aswath Damodaran

Who?

Professor of Finance at the Stern School of Business at NYU, where he teaches corporate finance and equity valuation. So he knows what he’s talking about.

The Site

Posts all his work on Blogspot. His site is low on frills but high on quality information. Mainly posts about valuation, corporate finance and general themes in the market.

Recommended Read

Runaway Story or Meltdown in Motion? The Unraveling of the WeWork IPO


Jason Zweig

Who?

A writer for the Wall Street Journal for over 10 years now, and an editor of the revised edition of The Intelligent Investor. Author of Your Money and Your Brain and The Devil’s Financial Dictionary@jasonzweigwsj on Twitter.

The Site

Has his own site. Now to be upfront. Some articles on his site are mere snippets of his WSJ articles, so to get the full thing you’ll need a subscription with them. But there is still the odd post that can be found where it’s the real deal. Like “Would Benjamin Graham Have Hated Index Funds?” and “A Rediscovered Masterpiece By Benjamin Graham”.

Recommended Read

Stocks Are In Chaos. Control The One Thing You Can.


Cliff Asness

Who?

Co-Founder and CIO at AQR Capital Management. Holds a Ph.D. in finance from the University of Chicago, where he was a student and teaching assistant to Eugene Fama (Known for his work efficient-market hypothesis, and Nobel laureate in Economics). @CliffordAsness on Twitter.

The Site

Posts on AQR’s site. Heavy focus on numbers and the quantitative side of investing. But comprehensive and extremely thorough, so well worth the read. Probably not for the faint of (investing) heart though.

Recommended Read

It Was the Worst of Times: Diversification During a Century of Drawdowns


Matt Levine

Who?

Currently a writer for Bloomberg. Previously an investment banker for four years at Goldman Sachs, and an M&A lawyer. Graduate of Harvard and Yale Law School. Has previously written though for a number of newspapers and financial news sites such as Dealbreaker and WSJ. @matt_levine on Twitter.

The Site

Has his own daily newsletter called Money Stuff. GOAT tier level email. Probably the email I’m most excited to read (excluding my payslip). Wickedly smart yet funny and understandable. A joy to read his work.

Recommended Read

Pain Buttons and Moral Engagement


Ben Carlson

Who?

Director of Institutional Asset Management at Ritholtz Wealth. Previously developed portfolio strategies and investment plans for endowments, pensions, and HNW people among others. Author of a number of books including A Wealth of Common Sense: Why Simplicity Trumps Complexity in Any Investment Plan and Organizational Alpha: How to Add Value in Institutional Asset Management. @awealthofcs on Twitter.

The Site

Has his own site at awealthofcommonsense.com. More of a macro-level view rather than individual stock insights and analysis. Uses data well and to back up his points. Aims to explain complex financial topics so that more people can understand them. Basically posts about once per day. Which is a no small feat. But (there’s always a but), dare I say not all a worth reading.

Recommended Read

Timely and useful: Why You Can’t Always Swing at the Fat Pitch During a Crisis


Howard Marks

Who?

Co-Founder and Co-Chairman of Oaktree Capital Management. My personal favourite to read from. Warren Buffett on Marks “When I see memos from Howard Marks in my mail, they’re the first thing I open and read. I always learn something, and that goes double for his book.”. So if Buffett speaks so highly of him, I’ll read it.

The Site

Writes his memos on the Oaktree website. Marks’ generally comment on overall market themes and general market sentiment.

Recommended Read

This Time It’s Different


I also posted this to my blog, so feel free to check it out!

Interesting Links This Week

Not signed up to this but want to do so? Use the link below :)