We all know there are tons of videos on YouTube and you can do serious learning on the platform. I have curated a list of such YouTube videos on investing which there are more than enough hours to last you through this Circuit Breaker period! Hope you emerge as a better investor by the end of it 🙂
Also, please share the good investing videos that I might have missed out and I can add to the list. Enjoy!
How BIG Series
Let’s start with lighter stuffs first. Cold Fusion has done up very good videos about the largest companies in the world. You will find yourself nuggets of information you didn’t know about these companies in under 20 minutes.
How BIG is Amazon?
How BIG is Apple?
How BIG is Google?
The History and Size of Microsoft
How BIG is Facebook?
How Big is Alibaba?
How BIG is Samsung?
How Big is Huawei?
How BIG is Walmart?
How BIG is Coca-Cola?
How BIG is Walt Disney?
VALUE INVESTING
Joel Greenblatt: “The Little Book that Beats the Market”
Tobias Carlisle: “Deep Value Investing”
Pat Dorsey: “The Little Book that Builds Wealth”
Mohnish Pabrai: “Dhandho. Heads I win; Tails I don’t lose much”
Guy Spier: “The Education of a Value Investor”
Jeremy Miller: “Warren Buffett’s Ground Rules”
William Thorndike: “The Outsiders”
John Heins & Whitney Tilson: “The Art of Value Investing”
Charlie Munger & Li Lu Interview About Value Investing and the China Stock Market
Charlie Munger has invested in China stocks over the past 15 years and entrusted Himalaya Capital’s fund manager, Li Lu, to invest on his behalf. This is a Chinese programme which interviewed both of them.
- Part 1: Charlie Munger & Li Lu Interview by Weekly in Stocks (2018)
- Part 2: Charlie Munger & Li Lu Interview by Weekly in Stocks (2018)
- Part 3: Charlie Munger & Li Lu Interview by Weekly in Stocks (2018)
TRADING
The Story of Jesse Livermore
The Story of Paul Tudor Jones
Paul Tudor Jones: Investing in a More “JUST” World
Top Turtle’s Trading Tips with Jerry Parker
Global Macro & Economics
How The Economic Machine Works by Ray Dalio
John Maynard Keynes
Friedrich Hayek
Stanley Druckenmiller
J. Haskel, S. Westlake: “Capitalism without Capital”
Thomas Piketty: New thoughts on capital in the twenty-first century
ACTIVISM
The Story of Carl Icahn
Carl Icahn on Investing, Markets and His Life
Bill Ackman: Pershing Square, hedge funds & learning from your mistakes
Q&A with David Einhorn
How Activist Investor Paul Singer Made His Billions
Henry Kravis: How the Corporate Titan Rocked Wall Street
Carson Block: Finding The Frauds
QUANT
The mathematician who cracked Wall Street – Jim Simons
Finding the Edge with Edward O. Thorp
A Man for All Markets – Ed Thorp – Part One
A Man for All Markets – Ed Thorp – Part Two
THE DAVID RUBENSTEIN SHOW
This is so enjoyable yet insightful at the same time. David Rubenstein runs one of the largest private equity firms (Carlyle) in the world and yet he is a great interviewer, picking the brains of legendary individuals around the world.
He probably did over 100 videos but here are some of my favourite interviews:
- Ray Dalio (Co-Chairman and Co-CIO of Bridgewater Associates)
- Stephen Schwarzman (Chairman, CEO & Co-founder of Blackstone)
- Ken Griffin (Founder and CEO of Citadel)
- Paul Singer (Founder of Elliott Management)
- Warren Buffett (Chairman and CEO of Berkshire Hathaway)
- Michael Milken (Chairman of Milken Institute)
- Masayoshi Son (Chairman and CEO of Softbank)
- Jeff Bezos (Founder and CEO of Amazon)
- Tim Cook (CEO of Apple)
- Bill Gates (Co-founder of Microsoft) & Another
- Satya Nadella (CEO of Microsoft)
- Jamie Dimon (CEO of JPMorgan Chase & Co.)
David Rubenstein hosted many interviews held at The Economic Club of Washington:
- Stephen Schwarzman (Chairman, CEO & Co-founder of Blackstone)
- Larry Fink (Chairman and CEO of BlackRock)
- Satya Nadella (CEO of Microsoft)
- Marc Benioff (Founder, Chairman and Co-CEO of Salesforce)
BOOK SUMMARIES
The Intelligent Investor by Benjamin Graham
Common Stocks Uncommon Profits by Phillip Fisher
One Up On Wall Street by Peter Lynch
The Dhandho Investor by Mohnish Pabrai
Trading For A Living by Dr Alexander Elder
Trade Your Way To Financial Freedom by Van Tharp
A Random Walk Down Wall Street by Burton Malkiel
Fooled By Randomness by Nassim Taleb
Black Swan by Nassim Taleb
PSYCHOLOGY & BEHAVIORAL ECONOMICS
Behavioral Economics: Crash Course Economics
Richard Thaler: “Misbehaving: The Making of Behavioral Economics”
Daniel Kahneman: “Thinking, Fast and Slow”
Are markets efficient?
ACCOUNTING
William Ackman: Everything You Need to Know About Finance and Investing in Under an Hour
Income Statement Explained
Balance Sheet Explained
Cash Flow Statement Explained
COURSES
Investment Philosophies Course by Aswath Damodaran
This is a 38 episodes of a series on various investment strategies by New York University (NYU) finance professor Aswath Damodaran.
- Investment Philosophies: Overview of class
- Session 1: Introduction
- Session 2: Understanding Risk – The Risk in Bonds
- Session 3: Understanding Risk – The Risk in Stocks
- Session 4: Financial Statement Analysis
- Session 5: Valuation – The Basics
- Session 6: Trading Costs & Taxes
- Session 7: Market Efficiency – Laying the Groundwork
- Session 8: Market Efficiency – Testing Market Beating Schemes
- Session 9: Random Walks and Momentum
- Session 10: Temporal Patterns
- Session 11: Technical Analysis
- Session 12: Introduction to Value Investing
- Session 13: Value Investing – The Passive Screeners
- Session 14: Value Investing – The Contrarians
- Session 15: Value Investing – The Activists
- Session 16: Value Investors – where’s the beef?
- Session 17: Investing on Hope – Growth & Small Cap Investing
- Session 18: Get in on the ground floor – The IPO Story
- Session 19: Growth Investing – Growth at a Reasonable Price (GARP)
- Session 20: Activist Growth Investing – Be Your Own Change Agent
- Session 21: Growth Investing – Against the tide of history
- Session 22: Information Trading – Trading on the news
- Session 23: Information Trading – Following the insiders
- Session 24: Information Trading – Following the analysts
- Session 25: Information Trading – Public Information – Earnings Reports
- Session 26: Information Trading – Public information, other than earnings
- Session 27: Too Good to be True? Pure Arbitrage
- Session 28: Close Enough? Near Arbitrage
- Session 29: Not Riskless – Pseudo & Speculative Arbitrage
- Session 30: Market Timing – Setting the Table
- Session 31: Marketing Timing – Nonfinancial & Technical Indicators
- Session 32: Market Timing Approaches – Mean Reversion & Macro Fundamentals
- Session 33: Market Timing Approaches – Valuing the Market
- Session 34: Market Timing – Does it Work?
- Session 35: The case for passive investing – Active Investor Track Records
- Session 36: More in Investor Performance – Continuity & Consistency
- Session 37: Passive Investing Choices
- Session 38: The Grand Finale
Stock Valuation Course by Aswath Damodaran
Also by Aswath Damodaran, this is a 25 episodes of a series on valuation of stocks.
- Introduction to Valuation
- Intrinsic Value – Foundation
- The Risk Free Rate
- Equity Risk Premiums
- Betas (Relative Risk Measures)
- Cost of Debt and Capital
- Estimating Cash Flows
- Estimating Growth
- Terminal Value
- Value Enhancement
- Loose Ends in Valuation
- Acquisition Ornaments: Synergy, control & complexity
- Loose Ends – Distress, Dilution and Illiquidity
- Relative Valuation – First Principles
- PE Ratios
- Other Earnings Multiples
- Book Value Multiples
- Revenue Multiples
- Asset Based Valuation
- Private Company Valuation
- The Essence of Real Options
- The Option to Delay (Patents & Natural Resources)
- The Option to Expand and Abandon
- Distressed Equity as an Option
- Closing Thoughts
Financial Markets Course by Robert Shiller
Robert Shiller is a Yale professor and has won the 2013 Nobel Memorial Prize in Economic Sciences together with Eugene Fama and Lars Peter Hansen.
- Introduction and What this Course Will Do For You and Your Purposes
- Risk and Financial Crises
- Technology and Invention in Finance
- Portfolio Diversification and Supporting Financial Institutions
- Insurance, the Archetypal Risk Management Institution, its Opportunities and Vulnerabilities
- Guest Speaker David Swensen
- Efficient Markets
- Theory of Debt, Its Proper Role, Leverage Cycles
- Corporate Stocks
- Real Estate
- Behavioral Finance and the Role of Psychology
- Misbehavior, Crises, Regulation and Self Regulation
- Banks
- Guest Speaker Maurice “Hank” Greenberg
- Forward and Futures Markets
- Guest Speaker Laura Cha
- Options Markets
- Monetary Policy
- Investment Banks
- Professonal Money Managers and their Influence
- Exchanges, Brokers, Dealers, Clearinghouses
- Public and Non-Profit Finance
- Finding Your Purpose in a World of Financial Capitalism
