This week’s best investing news:
David Einhorn Interview Cambridge Union (CU)
The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg (OakTree)
Sources of Return (Verdad)
Seth Klarman on investing: Look for the most inefficient pockets in the world (CNBC)
AQR Spots Major Opportunity in Emerging Markets (Validea)
Ken Griffin, Founder and CEO of Citadel – Talks At GS (GS)
Bill Nygren – Now is a great time to be a ‘traditional value investor’ (CNBC)
Most Global Economies Remain in Disequilibrium, Requiring Policy Action (Bridgewater)
Every day is billionaire bailout day! (Rudy Havenstein)
Billionaire investor Mario Gabelli’s secret to finding unloved stocks (Fox)
Henry Singleton – The Buyback King (Brain Langis)
Chaos Kings — the traders who make fortunes from disaster (FT)
Why ‘Losing’ $1 Billion Made Me a Better Investor (Empire Financial)
Everyone Wants Jamie Dimon’s View. JPMorgan’s Success Reflects It (Barron’s)
A Feeling In My Bones (Ep Theory)
Ian Lapey Talks About An Attractive Investment Opportunity in European Banks (GabelliTV)
Time to Change? (Humble Dollar)
Do Private Investments Belong in a Diversified Portfolio? (Morningstar)
What is the Value of Apple? How do we evaluate risk? (Vitaliy Katsenelson)
First Eagle’s Bill Hench: End of ‘free money’ era could revive shrinking small-cap universe (FEIM)
Boyar’s Thoughts on What to Expect for the 2nd Half of 2023 (Boyar)
This week’s best value Investing news:
An easier way to find value stocks (AFR)
Security Analysis (7th Edition) Breathes New Life Into Investment Classic (Kingswell)
Why Value Investing Works (Morningstar)
Value Investors: How To “Buy & Hold” Forever Despite ST Volatility (Value Investing Substack)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
The Investor’s Bible with Seth Klarman 6/27/23 (Squawk Pod)
The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg (OakTree)
Jake Taylor: Veggies, Psychology, and Value Investing (Security Analysis)
Building a Six Factor Model Using Intangible Value with Kai Wu (Excess Returns)
#169 Dr. Julie Gurner (Part 1): Caring Deeply, Challenging Directly (Shane Parrish)
MH+ Ep.07: Patrick chats with Chase Taylor (Market Huddle)
Mid-Year 2023 MicroCap Review with Andrew Walker (Planet MicroCap)
Where Are We in the Commodity Cycle? w/ Rick Rule (Real Vision)
Kevin Kelly – Be Generous and Unique (ILTB)
Jacob Howland on the Hidden Human Costs of AI (EconTalk)
This week’s Buffett Indicator:
Overvalued.
This week’s best investing research:
Buffett Buys Another 2 Million OXY Shares (ASC)
The Lesson of Moneyball (AllAboutAlpha)
Where Large Language Models and Finance Meet (AlphaArchitect)
Distressed Debt: Which Sectors Offer Value? (CFA)
This week’s best investing tweet:
15 visuals every investor should memorize:
1: In the long run, stocks win: pic.twitter.com/MBHRdLEvGN
— Brian Feroldi (🧠,📈) (@BrianFeroldi) June 28, 2023
This week’s best investing graphic:
Ranking Industries by Their Potential for AI Automation (Visual Capitalist)
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