This Week’s Best Value Investing News, Podcasts, Interviews (6/9/2023)

Johnny HopkinsValue Investing NewsLeave a Comment

This week’s best investing news:

Howard Marks: Real Estate Luminaries Series – Steers Center at Georgetown University (OakTree)

Stanley Druckenmiller on How AI is Dominating His Long Portfolio (Bloomberg)

Mohnish Pabrai’s Interview at the mint-Equitymaster Investor Hour (MP)

Jamie Dimon: The economy is still doing fine (CNBC)

Ray Dalio: US at Beginning of Late Big-Cycle Debt Crisis (Bloomberg)

Short seller Jim Chanos rolls his eyes at AI hype (Yahoo)

Michael Mauboussin – ROIC and the Investment Process (MS)

Zero-Day Options (Verdad)

The AI Revolution | ITK with Cathie Wood feat. Frank Downing & Will Summerlin (ARK)

Cheapskates Win (Humble Dollar)

More Bang for Your Buck (FEIM)

The Calm Before the Storm (Rudy Havenstein)

2023 Value Investing Conference | Keynote Speaker: Vicki Hollub (Ivey)

Peter Lynch: The Wisdom of Walking Away (Kingswell)

Universa’s Taleb on Inflation, Global Financial Markets, & Crypto (Bloomberg)

When Do Stocks and Bonds Move Together, and Why Does it Matter? (Econofact)

The Silent Strategy: How Strolling Unveils Hidden Stock Market Gems (Onveston)

Simona Mocuta – We Will See Considerable Easing by the Fed in 2024 (The Market)

Berkshire Hathaway and Fairfax AGM (Brian Langis)

Are International Stocks Worth the Bother? (Morningstar)

How Peloton Became a Victim of Its Own Success (Empire Financial)

Treasury’s $1 Trillion Debt Deluge Threatens Market Calm (WSJ)

Non-Linearity of Investing Process (Safal)

Jensen – Reasons to Be Fearful? It Depends (Jensen)

Transcript: Ramit Sethi (Barry Ritholz)

Sequoia Is Splitting Into Three VC Firms (Forbes)

This week’s best value investing news:

Deep Value Stocks Are Super Cheap. Why a Recession Isn’t a Worry (Barron’s)

The Case for Investing in Value Stocks (WSJ)

How the Value Trade Has Been Smoked by the AI Frenzy (Bloomberg)

This week’s Fear & Greed Index:

This week’s best investing podcasts:

TIP557: Mastermind Q2 2023 w/ Tobias Carlisle and Hari Ramachandra (TIP)

Value Stock Geek – Geeking on Value (Business Brew)

Rodrigo Gordillo & Corey Hoffstein – Instagram Frauds, Inflation Volatility, Tech Crisis (Meb Faber)

First Citizens Bank: The Bank Buyers (Business Breakdowns)

Seeking Persistent Growth in Technology Investing (Excess Returns)

Ramit Sethi: Investing Shouldn’t Be Your Identity (Long View)

Using AI to Explain Stock Moves (What Goes Up)

Jason Josephiac – Portable Alpha and Risk Mitigating Strategies (Flirting with Models)

No Equity In Equities (Grant’s)

A Tale of 2 Economies with Jared Dillian (Real Vision)

Chen Qiufan — AI 2041: 10 Visions of Our Future (EP.164) (Infinite Loops)

Rolex: Timeless Excellence (ILTB)

Matthew Cochrane: Growth, Moats, and Long Term Investing (VSG)

This week’s Buffett Indicator:


This week’s best investing research:

Global Factor Performance: June 2023 (AlphaArchitect)

How I Exit Short Strangles (ASC)

Quant Screening: Three Questions for Investment Managers (CFA)

Introduction to Farmland Investing (AllAboutAlpha)

This week’s best investing tweet:

This week’s best investing graphic:

Can We Close the $11 Trillion Climate Investment Gap? (Visual Capitalist)

For all the latest news and podcasts, join our free newsletter here.

FREE Stock Screener

Don’t forget to check out our FREE Large Cap 1000 – Stock Screener, here at The Acquirer’s Multiple:


Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.