This week’s best investing news:
LIVE: Charlie Munger speaks at the Daily Journal’s Annual Shareholders Meeting (CNBC)
The Comeback King: For 40 Years, John Rogers Has Come Out Of Bear Markets Stronger (Forbes)
Baupost chief Seth Klarman blames Federal Reserve for ‘financial fantasyland’ (FT)
Michael Mauboussin – Cost of Capital – A Practical Guide to Measuring Opportunity Cost (MS)
Jamie Dimon on the economy, inflation and his future (Reuters)
Sam Zell – I think the Fed screwed up, says billionaire investor (CNBC)
Risk Eats Return (Verdad)
Hawkishness Is In The Eye Of The Beholder, Part Deux (Felder)
U.S. Stock Market Returns Over Rolling 1/5/10/20 Year Periods (Big Picture)
Pzena – 2023 Outlook for Value Webinar (Pzena)
A Path to $10 Million (Humble Dollar)
Burton Malkiel – Index Fund Investing: The Simple and Accessible Way to Successful Investing (WealthTrack)
The ‘Berkshire System’: Life Advice From a Shareholder Letter (Neckar)
Wharton Professor Jeremy Siegel now sees a stronger economy post-CPI (CNBC)
Why Buybacks Are Just Another Form of Investing (Empire Financial)
6 cheap stocks that famed value-fund manager Bill Nygren says can help you beat the market (MarketWatch)
Tiger Global defends its valuation of privately held tech companies (FT)
Why Aren’t We All Rich Yet? (Washington Post)
Rajiv Jain Interview – Are You Bullish on China? Then Buy Brazil (The Market)
Transcript: Rick Rieder (Barry Ritholz)
Pzena – Q4 2022 Letter (Pzena)
Third Point – Fourth Quarter 2022 Investor Letter (TP)
This week’s best value Investing news:
Value investors become outperformers (Globe & Mail)
The case for value stocks to keep topping growth stocks for the time being (Financial Post)
Factor Returns and the Information in Valuation Spreads (Alpha Architect)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Unconventional Wisdom From The Greatest Minds In Investing (TIP)
Dan Rose – How Stunning Founders Operate (ILTB)
Hot Takes from Charlie Munger (SP)
Arnaud Cosserat and Rick Mercado – Researching Resilience (BB)
A Deep Dive Into Earnings Quality with Columbia Professor Doron Nissim (ER)
What does a full-stack quant research platform and process look like? (FWM)
Dwarkesh Patel — Podcasting, Talent & Innovation (IL)
This week’s Buffett Indicator:
Overvalued.
This week’s best investing research:
Global Factor Performance: February 2023 (AA)
Frustration (ASC)
How Private Equity Markets Have Historically Weathered Storms (AAA)
This week’s best investing tweet:
This week’s best investing graphic:
Decoding Google’s AI Ambitions (and Anxiety) (Visual Capitalist)
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