This week’s best investing news:
Howard Marks Memo – Sea Change (OakTree)
Custom Indexing and A History of Investment Vehicles (Jamie Catherwood)
Lunch Auction with Bill Ackman (Bill Ackman)
A Sharper Signal Amid the Noise (Verdad)
Berkshire Hathaway Blowout: On Pace for Biggest Win Over S&P 500 in Fifteen Years (Kingswell)
Why Competitive Advantages Die (Collab Fund)
Transcript: JPMorgan Chase CEO Jamie Dimon on “Face the Nation (CBS)
Webinar: It’s Not Just SBF – How to Recognize and Avoid Wall Street Cons (Ep Theory)
Mohnish Pabrai’s Q&A Session with YPO Gold Nairobi in Kenya (MP)
Eye of the Tiger (Humble Dollar)
Tips for locating value with Oakmark’s Tony Coniaris (CNBC)
The Great Crash 1929 by John Kenneth Galbraith (Novel Investor)
Elon Musk Sold More Than $3.5 Billion Worth of Tesla Shares (WSJ)
Consoles and Competition (Stratechery)
Transcript: Kathleen McCarthy (Big Picture)
Hawkishness Is In The Eye Of The Beholder (Felder)
Billionaire Ray Dalio warns stock market hasn’t priced in ‘very harmful’ Fed rate hikes (Yahoo)
How Berkshire Prevents A Breakup After Buffett Dies (Validea)
2023 US Economic Outlook (Goldman Sachs)
A Conversation with Rob Arnott: Investing in a New Era of Inflation (TECM)
The factual case for fossil fuels (Chris Leithner)
Legendary short-seller Jim Chanos talks to P&I about his new bets (P&I)
Billionaire Ken Griffin sues IRS over tax disclosure (CNBC)
Oakmark’s Rob Bierig Interview (Wall Street Transcript)
Recession Watch – Revisited (Brinker)
This week’s best value Investing news:
Joel Greenblatt – Is Now A Good Time For Value? (Gotham)
Are housing prices about to drop? A value investor’s take – Ep 171 (Vitaliy Katsenelson)
How to Pick Great Value Stocks Like Warren Buffett (Yahoo)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Get Think Tanked with Joel Greenblatt (ETF Think Tank)
The Acquirer’s Multiple Investing Strategy w/ Tobias Carlisle (The Investor’s Podcast)
Tom Gayner, Co-CEO of Markel discusses the evolution of Markel into a Fortune 500 company (Boyar)
#154 Emily Balcetis: Setting and Achieving Goals (Knowledge Project)
Expert: Oliver Hextall – the investing opportunity in changing demographics | Fidelity (Equity Mates)
What Investors Need to Know About Geopolitics with Marko Papic (Excess Returns)
Sea Change (Howard Marks)
Ep 376. Bob Iger Is Back at Disney, the Perfect Stock, and Snap Judgments From Twitter (Focused Compounding)
Jeremiah Lowin: Explaining the New AI Paradigm (Invest Like The Best)
Ep. 252 – Investing Self-Reflection on Jouranlytic with Jake Taylor (Planet MicroCap)
Joe Wiggins: Applying Behavioral Science to Make Better Investment Decisions (Long View)
This week’s Buffett Indicator:
Fairly Valued.
This week’s best investing research:
Global Factor Performance: December 2022 (AlphaArchitect)
Worst Stocks On The Planet (AllStarCharts)
What Can AI Do for Investment Portfolios? A Case Study (CFA)
This week’s best investing tweet:
This week’s best investing graphic:
Visualizing Currencies’ Decline Against the U.S. Dollar (Visual Capitalist)
For all the latest news and podcasts, join our free newsletter here.
Don’t forget to check out our FREE Large Cap 1000 – Stock Screener, here at The Acquirer’s Multiple:
