This week’s best investing news:
Ray Dalio – Economic Empires: Past, Present & Future | Endgame (GW)
Mohnish Pabrai’s Q&A session at the Harvard Business School (MP)
Michael Mauboussin – Total Shareholder Return (MS)
Tom Gayner – Planting Long-Term Investment Seeds (RussellReynolds)
Shorting Socialism (Verdad)
Bill Ackman Says He Covered His Short Bet on US Treasuries (Bloomberg)
Markets Have Suffered A ‘Sea Change’ (Felder)
Ray Dalio & Bill Belichick on Building Great Teams (Ray Dalio)
The Prairie Traveler (Rudy Havenstein)
JPMorgan CEO Jamie Dimon Predicts Difficult Times Ahead (Forbes)
Investing In Sectors: A Look at the 11 Sector ETFs (Validea)
We Are All Wet Cement — And Other Lessons from Berkshire Hathaway’s Todd Combs (Kingswell)
Aswath Damodaran – Making Sense of the Market Pt.2 (ILTB)
The Only Sure Way to Get Rich in Stocks (Empire)
Ben Graham and the Mother Who Toughened His Shell (#8) (BBG)
Riding the Cycle (Humble Dollar)
GMO: Valuation Metrics In Emerging Debt (GMO)
Dalio Says He’s Pessimistic About Global Economy in 2024 (Bloomberg)
Mind the Gap: The Risks of Missing Moat, Management, or Valuation (Flyover)
GEICO lays off 6% of workforce, prioritizes return to office (InsuranceBusiness)
Risk is What You Don’t See Coming (Ian Cassel)
Exclusive Data: Twitter Is Shrinking Under Elon Musk (Big Technology)
Grants 40th Anniversary: “Rates Can Never Rise” (Redux) 10-3-23 (DoubleLine)
How Time Horizon Affects the Odds of Equity Investing (Morningstar)
Special Report – A Backdoor Play on Longevity (HarbGreenberg)
Transcript: Bethany McLean on Pandemic Fails (Big Picture)
Pzena Investment Management Q3 2023 Commentary (Pzena)
FEIM: Japan: The Sun Also Rises (FEIM)
Laughing Water Capital Q3 2023 Letter (LWC)
Boyar Research’s Q3 Letter (Boyar)
Davis Funds 2023 Fall Review (Davis)
Weitz Investment Management Q3 2023 Commentary: Perspective Over Predictions (Weitz)
Dodge & Cox Q3 2023 Market Commentary (D&C)
Sound Shore Fund Q3 2023 Commentary (SS)
This week’s best value Investing news:
Is Value Investing Dead? A Quant and a Financial Planner Discuss (Excess Returns)
Revisiting Value Investing and Stock Picking w/ Vitaliy Katsenelson (The Accent)
INTEL:Value Investing – What Value Investing Looks Like When Properly Implemented, In Real-Time (VISubstack)
Value investing amidst uncertainty, with Claude Walker & Andrew Page (RASK)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Que Nguyen, – Walking the Tightrope: High Valuations in an Inflationary Landscape (Meb Faber)
Quantifying Self Attribution Bias with Meng Wang (Excess Returns)
Andrew Brzezinski: Separating AI Hype From Reality (Barron’s)
It’s the End of Globalization as We Know It with Peter Zeihan (Stansberry)
Ryan O’Connor (Business Brew)
My Thoughts on the Economy – Ep 204 (Vitaliy)
The Value Perspective with Richard Oldfield (VP)
Lobo Tiggre: Junior Mining Speculation (VH)
Carson Block’s Big Sunrun Mistake (Zer0es)
Vox Royalty (TSX: VOXR) (NASDAQ: VOXR): Value Play in the Mining Royalty Space (PlanetMicroCap)
This week’s Buffett Indicator:
Overvalued.
This week’s best investing research:
Executives vs. Chatbots in Earnings Conference Q&A (AlphaArchitect)
Buffett’s Berkshire Reports Another Big OXY Buy (ASC)
Trick or Treat? Bobbing for Multibaggers in the Small-Cap Market (CFA)
How bad is the bond market? Take a look at the drawdown (DSGMV)
The S&P 500 Broke A Historic Win Streak of 15 Up Mondays (PAL)
Discover Uncommon Value in the Preferred and Capital Securities Market (AllAboutAlpha)
This week’s best investing tweet:
5/6
Add up large-, mid-, and small-cap stocks, and you get the Russell 3000 stock index.
Take out the Magnificent Seven (red); the “other 2993” stocks are down on the year (blue). pic.twitter.com/FIrGtQcm3B
— Jim Bianco (@biancoresearch) October 21, 2023
This week’s best investing graphic:
Ranked: The Fastest Growing Economies In 2024 (Visual Capitalist)
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