This week’s best investing news:
Bill Ackman Full Interview – SVB Collapse; Biden vs Trump; Losing $400M on Netflix (20VC)
Terry Smith: Why I never invest in bank shares (Fundsmith)
Joel Greenblatt Interview – Investors Chronicle (IC)
Warren Buffett in Contact With Biden Officials on Banking Crisis (Bloomberg)
The Roundup: Top Takeaways From Oaktree’s Quarterly Letters – March 2023 Edition (OakTree)
Ray Dalio Warns SVB’s Collapse Shows Cracks Widening in Global Finance (Bloomberg)
Runs and Panics: Lessons from The Past (Jamie Catherwood)
GMO – Echoes of ’08? Don’t Bank On It (GMO)
Merger Arbitrage (Verdad)
JPMorgan CEO Jamie Dimon Leading Efforts to Craft New First Republic Bank Rescue Plan (WSJ)
Bailout Breakdown With Jim Chanos (RiskReversal Media)
How The ‘Inside Of The Stock Market’ Quashed The Soft Landing Narrative (Felder)
Billionaire David Tepper makes wager on Silicon Valley Bank debt (FT)
Learning From Buffett’s Mistakes (Validea)
Ken Griffin says SVB depositors should not have been bailed out (Fortune)
What does Jim Rogers think of the Global Banking Crisis? (Business Standard)
Transcript: Cliff Asness (MIB)
Tiger Global venture capital funds said to lose 33% of value in 2022 (SA)
Letter #65: Peter Kaufman (2020) (A Letter A Day)
Mario Gabelli Interview – Multigreen Podcast (MP)
Deciphering Berkshire Hathaway’s 2023 Proxy Statement (Kingswell)
Guy Spier: Defensive Investing In Dangerous Times (RWH)
Buffett’s Lectures at the University of Notre Dame (1991) (Neckar)
Jeffrey Gundlach talks bank failures, recession with Jennifer Ablan (P&I)
All Together Now (Collab Fund)
Leon Cooperman on ‘Self-Induced’ Crisis, Federal Reserve (Bloomberg)
Dark Forest: The Brutal Game of Modern Banking (Epsilon Theory)
Amazon to lay off 9,000 more workers in addition to earlier cuts (CNBC)
Better Than Buffett? (Humble Dollar)
Marko Papic: The Window Is Closing Fast on the Fed (The Market)
UBS buys Credit Suisse for $3.2 billion (CNBC)
Another Banking Crisis, Another Call to Buffett (Morningstar)
Don’t chase yield with low-quality financials, warns Matrix’s David Katz (CNBC)
First Eagle: US Bank Failures: Will Cracks Turn into Chasms? (FEIM)
This week’s best value Investing news:
Cliff Asness on Quant Value Investing (MIB)
Value Stocks Gain After Brutal Stretch Last Week (Barron’s)
How ESG And Value Investing Can Compliment One Another (Investor Daily)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
20VC: Bill Ackman on The Banking Crisis (20VC)
Mario Gabelli Interview – Multigreen Podcast (MP)
Devin Anderson – Exploiting Behavioral Biases (Business Brew)
TIP537: The Surprising Opportunities in Commercial Real Estate w/ Ian Formigle (TIP)
Episode #472: Morgan Stanley’s Mike Wilson Says the Earnings Recession is Worse Than You Think (Meb Faber)
Avi Goldfarb – The Economic Impact of AI (Invest Like The Best)
David Abrams – Sports Ecosystem Investing at Velocity (Capital Allocators)
Ep 140: Tom King – Navigating the seas of sustainable investing (Inside The Rope)
#162 Nathan Myhrvold (KP)
This week’s Buffett Indicator:
Fairly Valued.
This week’s best investing research:
Comparing past and present inflation rates can be tricky (AlphaArchitect)
Do I Really Know My Risk? (All Star Charts)
Myth-Busting: The Economy Drives the Stock Market (CFA)
The Three Types Of Backtests According to Clifford Asness (PAL)
A Couple Tough Weeks For Hedge Funds (AllAboutAlpha)
This week’s best investing tweet:
This week’s best investing graphic:
Mapped: The World’s Happiest Countries in 2023 (Visual Capitalist)
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