This week’s best investing news:
Howard Marks Talks Legacy of Charlie Munger | Bloomberg Talks (Bloomberg)
Charlie Munger, investing genius and Warren Buffett’s right-hand man, dies at age 99 (CNBC)
Mario Gabelli, Gamco Investors chairman, remembers legendary investor Charlie Munger (CNBC)
Charlie Munger’s Life Was About Way More Than Money (Jason Zweig)
Remembering Charlie Munger (Guy Spier)
Final Thoughts From Charlie Munger on Apple, Warren Buffett, and the Big Costco Error (Morningstar)
Warren Buffett, Charlie Munger, and Berkshire Hathaway: A look at the stock and succession plans (Yahoo)
Optimism vs. Pessimism: Defining Your Investing Future (Validea)
Jeremy Grantham: “Pollution, Population & Purpose” (Nate Hagens)
Schrödinger’s Housing Prices (Rudy Havenstein)
Jim Rogers on learning from mistakes and loving his critics (Morningstar)
Frugal vs. Independent (Collab Fund)
Activist investor Nelson Peltz launches Disney proxy fight, seeks multiple board seats (CNBC)
Pain, Political Vibes, and Being a Bat (Ep Theory)
Mohnish Pabrai’s Talk at the YPO Waterloo Austin on October 17, 2023 (MP)
How Much Are You Hurting Your Returns? (MicroCap Returns)
Driving Us Batty (Humble Dollar)
Masters in Business: Cliff Asness (MIB)
Is The American Consumer Tapped Out? (Felder)
Aswath Damodaran – The market doesn’t seem egregiously overvalued into 2024 (CNBC)
GMO – Quality: The Real McCoy (GMO)
Bill Ackman Says Fed Will Cut Rates Sooner Than Expected (David Rubenstein)
Is it Really Just the Mag 7? (Investment Talk)
Inflation Conquered? Not So Fast, Says Jamie Dimon (WSJ)
Transcript: Peter Atwater (Barry Ritholz)
Alternative Investment Strategies And Portfolio Diversification With Phil Huber (PPP)
It’s the Most Wonderful Time of the Year (for the Economy) (NYT)
Economists May Have Been Flying Blind All Along (Bloomberg)
Weitz Investment Management: An Introduction to Microchip Technology (MCHP) (Weitz)
Ariel Investtments Q3 2023 Conference Call (Ariel)
Artificial Intelligence’s Impact Can Be Felt Reverberating Across Investor Portfolios (Jensen)
This week’s best value Investing news:
Thomas Shrager – Tweedy Browne – This is an Exciting Time for Value Investors (The Market)
Value Investors: How to Find Great Cheap Companies (Zacks)
How to avoid being ‘dangerously concentrated’ in yesterday’s winners (Fin Review)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Lessons From a Legendary Fund Manager with Joel Tillinghast (Excess Returns)
Flyover Stocks, Conviction, Letting Go and Minding the Gap with Todd Wenning (PlanetMicroCap)
Don’t Let Money Be Your Master Warns Jared Dillian (Stansberry)
Nicolai Tangen – Decision-Making and Intuition in Investing (VIWL)
Carbon Credits, Pre-Worrying & Disrupting Residential Real Estate (Meb Faber)
Tyler Cowen on the GOAT of Economics (EconTalk)
Expert: Sam Gordon – What’s causing the housing crisis? (Equity Mates)
Peter Fenton & Victor Lazarte – Purpose and Partnership (ILTB)
#182 Todd Herman: Unleashing Your Secret Identity (Knowledge Project)
John Gray on Pessimism, Liberalism, and Theism (CWT)
This week’s Buffett Indicator:
Overvalued.
This week’s best investing research:
A new twist on momentum strategies: Utilize overlapping momentum portfolios (AlphaArchitect)
Good thing they’re wrong so often (AllStarCharts)
Book Review: Poor Charlie’s Almanack (CFA)
Bond trading volume exploding in anticipation of a big change? (DSGMV)
This week’s best investing tweet:
Vale.
“If you just avoid being a perfect idiot, and have a good character and just keep doing it day after day, it’s amazing how it will work… . In the end, I’m like the Old Valiant-for-Truth in The Pilgrim’s Progress: ‘My sword I leave to him who can wear it.’”
My sword, I… pic.twitter.com/q8RxTuiY1r
— Tobias Carlisle (@Greenbackd) November 28, 2023
This week’s best investing graphic:
Charted: Average Years Left to Live by Age (Visual Capitalist)
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