This week’s best investing news:
Howard Marks Memo: Lessons from Silicon Valley Bank (Howard Marks)
Mohnish Pabrai on Investing in Stocks that Make “No Sense” (Equitymaster)
Warren Buffett’s Berkshire Sells $1.2 Billion of Yen Debt After Big Japan Bets (Bloomberg)
Bill Nygren – We really like Netflix but it is overvalued (CNBC)
Hsu Interview with Guy Spier, Value Investor (Richard Hsu)
Bond Market Turmoil (Verdad)
Jim Rogers | Worst Recession Coming (The Money Levels)
AI Can’t Beat The Market (Validea)
Vitaliy Katsenelson – Active Value Investing: Investing in a Market that Goes Nowhere (CFA India)
Record Bearishness!! (Rudy Havenstein)
Transcript: Joe Barratta of Blackstone (Big Picture)
Jeremy Siegel – Inflation is basically down to the Fed’s target of 2% (CNBC)
One Big Web: A Few Ways the World Works (Collab Fund)
Want to Beat the Stock Market? Avoid the Cost of ‘Being Human’ (WSJ)
The Winner’s Edge (Farnam Street)
Warren Buffett on ChatGPT and AI: This is extraordinary but not sure if it’s beneficial yet (CNBC)
Don’t Go Away (Humble Dollar)
With the Odds on Their Side, They Still Couldn’t Beat the Market (NY Times)
The Real Lessons of Buffett (Real Returns)
GMO – Valuation Metrics In Emerging Debt: 1Q 2023 (GMO)
Me, My Boy, and Warren Buffett with 2023 Postscript (Vitaliy)
Ruane, Cunniff & Goldfarb: Sequoia Portfolio Review Q1 2023 (Sequoia)
Miller Value Partners: Deep Value Strategy Q1 2023 Letter (Miller)
Mairs & Power Growth Fund Q1 2023 Commentary (M&P)
Ariel Focus Fund Q1 2023 Commentary (Ariel)
Wedgewood Partners First Quarter 2023 Client Letter (WP)
Rowan Street Q1 2023 Letter (RS)
This week’s best value Investing news:
JPMorgan: Shift Out Of Growth Into Value (Validea)
(Value) Stocks Do Offer Inflation Protection (The Market)
Rob Arnott Says It’s Time to Buy Into Value Stocks (Yahoo)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
A History of Investment Vehicles: 1774 – 2023 (Podcast) (Jamie Catherwood)
#164 Ravi Gupta: The Realities of Success (KP)
Expert: Jesse Felder – “We haven’t hit the bottom yet” (EM)
Disrupting the Battlefield: How Venture Capital is Changing Modern Warfare | Josh Wolfe (Hidden Forces)
Alex Danco — On Self-Delusion, Sancho Panza, Safe Words & Seinfeld (EP.156) (Infinite Loops)
Dr. Peter Attia – The Portfolio to Live Longer (ILTB)
Episode #477: Richard Thaler & Cade Massey on the NFL Draft, Exploiting Inefficiencies (Meb Faber)
Banks, Volatility, and Value (Pzena)
TIP546: The Holy Grail of Long-Term Value Investing (TIP)
Mario Cibelli – Seeing Value in SMID (Business Brew)
The Insight: Conversations – Performing Credit Quarterly 1Q2023 (Howard Marks)
This week’s Buffett Indicator:
Overvalued.
This week’s best investing research:
How factor exposure changes over time: a study of Information Decay (AlphaArchitect)
Bonds Are Back to Playing Defense (AllStarCharts)
The Long & Short of It: The Role of Shorts in a Real Assets Portfolio (AllAboutAlpha)
This week’s best investing tweet:
This week’s best investing graphic:
Ranked: Top 10 Most Valuable Airline Brands Since 2013 (Visual Capitalist)
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