This week’s best investing news:
Bill Ackman’s Pershing Square unveils new stake in Alphabet (Globe & Mail)
Oaktree’s Howard Marks warns of crunch time for private credit (FT)
Michael Burry Loaded Up on Bank Stocks in Tumultuous Quarter (Bloomberg)
DEF VIII – Fireside Chart – Prem Watsa and Stelios Morfidis (Delphi Economic Forum)
Aswath Damodaran: A Valuation Expert’s Take on Inflation, Stock Buybacks, ESG, and More (Morningstar)
Concentrating on the Best (Verdad)
Elon Musk talks Tesla, Twitter, and why he tweets freely — even if it costs him money (CNBC)
Buffett’s Success: A Good Decision Every 5 Years (Validea)
What really scares Jamie Dimon (and it isn’t the next US bank to fall) (AFR)
Mr. Market Is Still In Denial Over TINA’s Passing (Felder)
Ken Griffin’s Hand-Picked Math Prodigy Runs Market-Making Empire (Bloomberg)
A Story of Conviction & Bulletproof Priests (Jamie Catherwood)
Barron’s interview with Matthew Fine, Portfolio Manager of the Third Avenue Value Fund (Barron’s)
Trading is a lot like Poker (Ep Theory)
GMO – The Curious Incident Of The Elevated Profit Margins (GMO)
When they started buying mortgage-backed securities, that was a terrible mistake (Rudy Havenstein)
Transcript: Howard Lindzon (Barry Ritholz)
A Confusing 13F Deadline Day for Berkshire Hathaway (Kingswell)
Raghuram Rajan – We Should Be on the Alert for More Problems (The Market)
Bahamas, Bank Runs, Buffett vs. Druckenmiller (Neckar)
Stonks: Thank you AI hype (FT)
Things Professional Investors Should Say but Can’t (Behavioural Investment)
How quant investing is helping investors beat the market (Forbes)
ChatGPT and Generative AI: What They Mean for Investment Professionals (CFA)
Tweedy Browne Commentary Q1 2023 (TB)
Third Point Q1 2023 Investor Letter (TP)
Jeff Mueller – Foreign Growth Stocks: A Diamond In The Rough (Polen)
This week’s best value investing news:
Mario Gabelli and John Rogers talk Value Investing (GabelliTV)
Early innings for value stocks? (Fidelity)
How Quality-Driven Value Investing Achieves Alpha (SA)
Growth v value stocks: What experts say (Herald-Sun)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
TIP552: Mastering the Art of Investing: A Deep Dive w/ Sam Zell (TIP)
#166 Kevin Kelly: Excellent Advice for Living (KP)
The perils of selling too early (Equity Mates)
New YouTube Episode: 70 Experts Share Their Most Important Investing Lesson (Excess Returns)
Ep 390. The Omaha Experience: Our Take on Berkshire’s AGM (Focused Compounding)
Karen Karniol-Tambour – Macro Headwinds vs. Tech Tailwinds (ILTB)
Episode #481: Sarah Stanley Fallaw – The Psychology of the Millionaire Next Door (Meb Faber)
Value Stock Geek on Google, Meta, Taiwan Semiconductor (The Contrarian)
This week’s Buffett Indicator:
Overvalued.
This week’s best investing research:
Reducing the Impact of Momentum Crashes (AlphaArchitect)
Will Bonds Catch Up to Tech Stocks? (ASC)
Fear, Greed and Residential REITs….Conditions Look Solid for Spring Leasing (AllAboutAlpha)
The Correlation Between the US Dollar and Commodities is Random (PAL)
This week’s best investing tweet:
This week’s best investing graphic:
Charting the Rise of America’s Debt Ceiling (Visual Capitalist)
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