This Week’s Best Value Investing News, Podcasts, Interviews (5/12/2023)

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This week’s best investing news:

2023 Berkshire Hathaway Annual Meeting Full Video (CNBC)

Jeremy Grantham on Rosenberg Research (GMO)

Stanley Druckenmiller Sohn 2023 (Sohn)

Warren Buffett’s Formula for Success: One Good Decision Every Five Years (WSJ)

Aswath Damodaran – Breach of Trust: Decoding the Banking Crisis (MM)

Diversification or Di-worse-ification? (Verdad)

John Rogers – If you are going to buy banks, buy a whole basket of them (CNBC)

What Would Your Investing Obituary Say? (Validea)

Gabelli Interview Panel Adam Mead, Chris Bloomstran, Todd Finkle (GabelliTV)

Stan Druckenmiller, or Noah Smith? (Rudy Havenstein)

Paul Singer, the Man Who Saw the Economic Crises Coming (WSJ)

Letter #80: Todd Combs (2023) (Letter A Day)

Oaktree Capital’s Howard Marks to undergo cancer treatment (FT)

GMO: EM Quality Local Currency Debt – Another Piece of the Puzzle (GMO)

Jamie Dimon on Banking Turmoil, First Republic, Debt Ceiling (Bloomberg)

A Man’s Got To Know His Limitations (Ep Theory)

Oakmark’s Bill Nygren: Larger banks have a strong competitive advantage versus smaller banks (CNBC)

The Great Wealth Illusion (Felder)

Billionaire investor Mario Gabelli: If I’m a politician, I’d be concerned about mortgages (CNBC)

What I Learned From the Oracle of Omaha & Charlie Munger (VK)

What’s Your Investment Personality: Loner, Follower, or Zombie? (Morningstar)

Transcript: Julian Salisbury, GS (Big Picture)

Berkshire Hathaway Q1 2023 Report (BH)

Jensen Quality Growth Fund Q1 2023 Webinar (Jensen)

Polen Capital Management: Small Caps – Resilience & Agility Amid Uncertainty

Horizon Kinetics Q1 2023 Letter (HK)

This week’s best value Investing news:

How Value investors can avoid the climate traps (Robeco)

Buffett and Munger Disagree on the Future of Value Investing (Barron’s)

Is value investing really dead? (Schroders)

Bets on ‘value investing’ could be back in fashion (Canberra Times)

This week’s Fear & Greed Index:

This week’s best investing podcasts:

TIP550: Masterclass w/ Mohnish Pabrai (TIP)

Jim O’Shaughnessy: Origin Story, Career in Finance, Groundbreaking Books (Liberty)

Show Us Your Portfolio: Harin de Silva (Excess Returns)

Alex Morris: Long-Term Buffett-Style Investing (VSG)

Jeff Yan – High Frequency Crypto Market Making (FWM)

Craig Wichner, Farmland LP – Cultivating Wealth with Sustainable Farmland Investing (Meb Faber)

John Sills — The Human Experience (Infinite Loops)

Dave Waters – Searching Nooks and Crannies (Business Brew)

Professor Burton Malkiel and A Random Walk Down Wall Street (Rational Reminder)

Fidji Simo – Creating Delightful Consumer Experiences (ILTB)

This week’s Buffett Indicator:


This week’s best investing research:

Global Factor Performance: May 2023 (AlphaArchitect)

Risk Reversal In Small-caps (ASC)

The Most Important Charts for 2023 (AllAboutAlpha)

This week’s best investing tweet:

This week’s best investing graphic:

Buffett vs. the market: Charting 58 years of Berkshire Hathaway’s returns (Chartr)

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