This week’s best investing news:
Seth Klarman on What Makes a Value Investor (Institutional Investor)
Mohnish Pabrai on Cloning & Compounding (Meb Faber)
Bridgewater – What Ever Happened to the Liquidity Hole? (Bridgewater)
Buffett’s 44% CAGR and Various Types of High Quality Investments (Base Hit)
Navigating Fear: Lessons from Great White Sharks and Bear Markets (Validea)
Warren Buffett’s Berkshire Hathaway Bought These Stocks Last Quarter (WSJ)
The perils of long-term forecasts — GMO edition (FT)
The Crucial Message For Investors From The Capital Cycle (Felder)
David Einhorn – Greenlight Letter Q2 2023 – (Greenlight)
Transcript: Ted Seides (Barry Ritholz)
Aswath Damodaran – Equity risk premium is core to understanding long-term market returns (CNBC)
The Ins & Outs of Berkshire Hathaway’s Stock Portfolio (Kingswell)
Rob Arnott Uncovered: Investing Insights in the Inflation Age (Lead-Lag)
What Would You Put in an Investment Time Capsule? (Behavioural Investment)
Bill Gross on Bond Yields, Regional Banks, Opportunities (Bloomberg)
Here’s How to Beat Wall Street at Its Own Game (Empire)
Timeless Thoughts on Investing (Financial Ducks In A Row)
Breaking News #2: The Drumbeat of Inflation (Ep Theory)
Best Long-Term Stocks of 2023 (WSJ)
It’s Not Supposed to Be Fair (Safal)
Miller Value Partners Q2 2023 Webinar (Miller)
Royce: A Rally, A Few Downgrades, and a Potential Pause (Royce)
First Eagle – Alternative Credit: 2Q23 Review (FEIM)
This week’s best value investing news:
Value and Profitability/Quality: Complementary Factors (AlphaArchitect)
2023 Mid Year Outlook for Value (Pzena)
Bill Nygren: The State of Value Investing Today (Long View)
Joel Greenblatt: This Gotham knight’s magic formula has a slice of Warren Buffett’s value investing (ET)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
#25 Guy Spier – The Celebrity Investor (Behind The Balance Sheet)
The Must-Ask Question Checklist Every Investor Needs with Gary Mishuris (PlanetMicroCap)
Lessons from Evaluating Investment Managers with Clare Flynn Levy (Excess Returns)
Nick Kokonas – Know What You Are Selling (ILTB)
Is China the Biggest Market Risk? With Jeff Snider (Real Vision)
D’Amelios TikTokking to the Bank & Insurers T eaming up with Mark Cuban 8/17/23 (Squawk Pod)
[REPLAY] Dan McMurtrie: Research Process, Inverted Shorts & Post-Consciousness (Value Hive)
Company Culture is Key #investingstrategy (WealthTrack)
Microsoft Bets Big on AI: What Investors Should Know, Part Two (Morningstar)
TSOH Weekly #4: Disney (Hulu) (TSOH)
This week’s Buffett Indicator:
Overvalued.
This week’s best investing research:
The Bond Market Remains Stress-Free (ASC)
Upside versus Downside Stocks (AllAboutAlpha)
Value and Profitability/Quality: Complementary Factors (AlphaArchitect)
The First US Real Estate Bubble and Three Lessons from the Mount Tambora Eruption (CFA)
This week’s best investing tweet:
Don’t waste time having an opinion on every company. It’s a distraction. Just say you don’t care. You only have to be right on what you own.
— Ian Cassel (@iancassel) August 17, 2023
This week’s best investing graphic:
Timing the Market: Why It’s So Hard, in One Chart (Visual Capitalist)
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