This week’s best investing news:
David Einhorn – Value Investing: Down But Not Out? (Money Maze)
Mohnish Pabrai – Founder & Managing Partner of Pabrai Investment Funds (IFA Global)
An interview with Jamie Dimon, CEO at JP Morgan (IESE Business School)
End of an Era? (Verdad)
Tom Gayner, how are you building Markel? A CEO interview (Good Investing Talks)
Let the Flowers Bloom: Eight Ways You Can Maximize the Power of Compounding (Validea)
Jim Rogers – What’s next for the global markets (Mask)
The Case For Hard Assets (Felder)
Value Investors Clyde McGregor and Michael Nicolas of Harris Associates (VII)
The Road to Nauru (Rudy Havenstein)
Aswath Damodaran – Country Risk: A 2023 Mid-year Update (AD)
The Pritzkers: Buffett’s Blueprint (Neckar)
The Bear Market Has Nearly Been Erased, Fewer Than 20 Months After It Began (Bloomberg)
Everything Is Cyclical (Collab Fund)
Arnold Van Den Berg – Happy, Healthy, Wealthy, & Wise (TIP)
Courage Required (Humble Dollar)
Ken Fisher on how to invest in AI, intelligently (Globe & Mail)
Underperforming Your Own Assets (Barry Ritholz)
Oakmark’s David Herro says European financials remain one of the most undervalued sectors (CNBC)
Ian Cassel – 3 Ways to Invest in Microcap Stocks (TIP)
Maverick’s Lee Ainslie Takes Sole Ownership After Buying Out Wyly (Bloomberg)
‘Weirdest time in 40 years’: Wall Street icon Seth Klarman’s warning (AFR)
Valuation Metrics in Emerging Debt: 2Q 2023 (GMO)
Weitz Value Fund Q2 2023 Commentary (Weitz)
Sound Shore Fund Q2 2023 Commentary (Sound Shore)
July Views from First Eagle Global Value Team (FEIM)
Polen International Growth Q2 2023 Commentary (Polen)
Mason Hawkins’ Long Leaf Partners Fund 2nd-quarter Commentary (Long Leaf)
Dodge & Cox Q2 2023 Market Commentary (D&C)
This week’s best value Investing news:
David Einhorn – Value Investing: Down But Not Out? (Money Maze)
Value Investing in the Age of Disruption (Safal Niveshak)
Andrew Walker – Yet Another Value Discussion! (Business Brew)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Show Us Your Portfolio: Adam Butler (Excess Returns)
LIVE Stock Market Chat: Michael A. Gayed, CFA & Tobias Carlisle (Acquirers Podcast)
Chris Paik – Venture Investing Frameworks (ILTB)
428- FROM THE VAULT: Bill Ackman’s Investing Checklist Part 1 (InvestED)
Nasdaq-100 Rebalance: What It Means for Your Portfolio (Morningstar)
How to Identify Multibagger Stocks with Paul @Investmentideen (PlanetMicroCap)
The All-Weather Approach for an Unpredictable Future (Gaining Perspective)
Peter Atwater: Charting a Path from Chaos to Clarity (Guiding Assets)
#172 Dr. Julie Gurner (Part 2): Caring Deeply, Challenging Directly (Knowledge Project)
Expert: Christopher Mayer – The search for 100-baggers (Equity Mates)
This week’s Buffett Indicator:
Overvalued.
This week’s best investing research:
Reducing the Risk of Momentum Crashes (AlphaArchitect)
The Predictive Power of the Yield Curve (CFA)
Behavioral bias – They just will not go away (DSGMV)
Investors Peg the Fed (ASC)
The Trend-Following Trilemma (PAL)
Managed Futures: A John Bogle Moment? (AllAboutAlpha)
This week’s best investing tweet:
What were the most extraordinary comments on the Tesla earnings call? Was it invoking Ben Graham’s Mr. Market as to when to buy or sell Tesla shares (never, or seldom when it comes to selling, except the CEO and his brother) and ascribing Mr. Market to Buffett and not Graham? 1/ pic.twitter.com/cNkEu1gnuT
— Christopher Bloomstran (@ChrisBloomstran) July 25, 2023
This week’s best investing graphic:
The Fastest Growing and Declining Industries in the U.S. (2021-2031P) (Visual Capitalist)
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