Tag Archive

This week’s best investing news: Howard Marks Memo – The Indispensability of Risk (OakTree) Ray Dalio Shares Investment, Career Insights (Columbia) The Missing Billionaires (Verdad) Mohnish Pabrai: The 2024 Uber Cannibals  (MP) Jamie Dimon Makes The Case For Secular Inflation (Felder) GMO Commentary- Valuation Metrics in Emerging Debt: 1Q24 (Yahoo) … Read More

This week’s best investing news: Howard Marks Memo – 2023 In Review (OakTree) Ray Dalio – To Answer the Question of Why I Invest in China (Linkedin) The Overlooked Strategy of Dividend Growth Investing (Validea) Cliff Asness – Timely & Timeless Investment Wisdom (Meb Faber) Guy Spier & Monhish Pabrai: … Read More

This week’s best investing news: Greenlight Capital’s David Einhorn shares investment ideas at the Sohn Conference (CNBC) Cliff Asness – Cognitive Dissonance (AQR) Lessons from Danny Kahneman | Investing in Practice Rather Than Theory (Validea) Warren Buffett-backed EV maker BYD surprises with stellar first quarter sales as Tesla continues to … Read More

This week’s best investing news: Jeremy Grantham: Bubbles, AI, Climate Change, Population Growth (Insightful Investor) Terry Smith: ‘Most investors today are too short-term’ (Fundsmith) The Enduring Appeal of Dividend Aristocrats (Validea) Bill Nygren interview at Columbia Student Investment Management Association (CSIMA) Famously Obstinate, Bill Ackman Is Now Real-Life Famous. What … Read More

This week’s best investing news: Fundsmith 2024 Annual Shareholders’ Meeting  (Fundsmith) Jeremy Grantham – Sustainability Or Bust: The Sheer Impossibility Of Eternal Compound Growth (GMO) Guy Spier – Survive and Thrive – Part 1 (RWH) 2023 Private Equity Fundamentals (Verdad) A memorial for Charlie Munger (diocesela) Meet the ‘Witch of Wall … Read More

This week’s best investing news: Jeremy Grantham: The Great Paradox Of The U.S. Market! (GMO) The Best Essay (Paul Graham) The DNA of a Warren Buffett Company (Morningstar) Sclerotic Small Caps? (Verdad) David Einhorn – How Passive Investing May Have Created A Bifurcated Market For Value Investors (MM) Howard Marks … Read More

This week’s best investing news: Howard Marks Warns Governments ‘Can’t Keep Us Aloft Forever’ (Bloomberg) Ray Dalio: Are We in a Stock Market Bubble? (Linkin) A Momentum Crash Course (Verdad) Bill Nygren: Here’s why now is a really exciting time for value investors (CNBC) Jim Chanos: Capitalism Is Short Selling … Read More

This week’s best investing news: Berkshire Hathaway 2023 Annual Report  (BH) Tom Gayner 2023 Annual Shareholder Letter (Markel) Breaking the Ice: Frederic Tudor’s Frozen Empire (Jamie Catherwood) Guy Spier: Minimizing Investment Risks: Ethics, Inflation, Debt, Market Trends & Geopolitics (GS) Rule, Britannia! (Verdad) Michael Mauboussin on increasing returns to scale … Read More

This week’s best investing news: Howard Marks: This Investor Raised Billions by Making Complicated Ideas Simple (David Perell) Terry Smith: my future as manager of Fundsmith Equity Fund (AJ Bell) Japan’s Orphans (Verdad) A $150 Billion Question: What Will Warren Buffett Do With All That Cash? (WSJ) Jim Chanos on … Read More

This week’s best investing news: MiB: David Einhorn, Greenlight Capital (MiB) Mohnish Pabrai’s Interview at Morningstar (MP) Cliff Asness – Why Not 100% Equities (AQR) Yield Is Not Return (Verdad) Bill Ackman’s War on Harvard, MIT, DEI, and Everyone Else (NYMag) Michael Burry Covers Bet Against Chips ETF, Buys Health … Read More

This week’s best investing news: Behind the Memo: Easy Money with Howard Marks and Edward Chancellor (pca.st) Mohnish Pabrai on ‘The Education of a Global Investor’ at FLAME University (MP) Countdown to Exchange: GMO’s Jeremy Grantham (Nasdaq) MiB: David Einhorn, Greenlight Capital (MiB) Overcoming pessimism with patience with John Rogers … Read More

This week’s best investing news: Interview with Oakmark’s Bill Nygren (MF) Valuing Japan’s Reform (Verdad) OakTree – The Goldilocks Trap (OakTree) Fact or Fiction: Limitations of the 60-40, Dave Ramsey’s 8% Rule, Factor Investing, AI and More (Validea) An interview with Brian Bares (VIW) Jamie Dimon says Washington faces a global … Read More

This week’s best investing news: Terry Smith – Is Active Management Worth Paying For? (Money Maze) Bitcoin or Gold? Oaktree’s Howard Marks Sees Little Difference (Bloomberg) What does a yield buy? (Verdad) Bridgewater’s Ray Dalio: Both Trump and Biden are ‘threatening’ for the markets (CNBC) Aswath Damodaran – Data Update … Read More

This week’s best investing news: Ray Dalio – 2024: A Pivotal Year on the Brink (LinkedIn) Warren Buffett’s company now fully owns a truck-stop chain that was the 5th-largest private company in America (Business Insider) Why Howard Marks doesn’t believe in Goldilocks (AFR) Bill Ackman on fighting antisemitism, the 2024 … Read More

This week’s best investing news: Howard Marks Memo – Easy Money (HM) Bill Ackman Vows Retribution (Forbes) Costly Shorts (Verdad) Oakmark’s David Herro: Going where the value is greater – International equities (Oakmark) Warren Buffett Decorates His Office Walls With Moments Of Extreme Panic In Wall Street As A Reminder ‘Anything … Read More

This week’s best investing news: Greenlight Finishes the Year on a Losing Note (Institutional Investor) Mohnish Pabrai – 2024 Free Lunch Portfolio (MP) Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar (OakTree) Michael Maubousson: At The Money: Contrarian Investing (Big Picture) Almost Half of Warren Buffett-led … Read More

This week’s best investing news: In Conversation with Ray Dalio (ADFinance) Mohnish Pabrai’s conversation at Schroders – The Value Perspective Podcast (MP) 100+ Great Investors Share Their Most Important Investing Lesson (Validea) Burt Malkiel Says There Are No Geniuses on Wall Street | The Businessweek Show (Bloomberg) Matrix Asset’s David … Read More

This week’s best investing news: Climbing the Maturity Wall of Worry (Jesse Livermore) The Persistence of Value & Growth (Verdad) Mohnish Pabrai’s Big Bet On AMR Paid Off (Forbes) Pzena Investment Management: Global Banks – Where We Stand (Pzena) GMO 7-Year Asset Class Forecast: November 2023 (GMO) Guy Spier – … Read More

This week’s best investing news: Jeff Bezos: Amazon and Blue Origin (Lex Fridman) We Make Investments For The Long Haul: Ace Investor Mohnish Pabrai | Market Masters | (CNBC TV18) Ray Dalio – My Advice for Each Stage of Life (Ray Dalio) The Dispersion Delusion (Verdad) Ariel’s John Rogers Interview … Read More

This week’s best investing news: Poor Charlie’s Almanack – FREE ONLINE – Stripe Press (Stripe) Remembering Charlie Munger | Market Masters With Mohnish Pabrai (CNBC TV18) Activist Investor Bill Ackman on The David Rubenstein Show (David Rubenstein) The Enduring Legacy of Charlie Munger with Lawrence Cunningham (Excess Returns) Li Lu: … Read More