This Week’s Best Value Investing News, Podcasts, Interviews (12/08/2023)

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This week’s best investing news:

Poor Charlie’s Almanack – FREE ONLINE – Stripe Press (Stripe)

Remembering Charlie Munger | Market Masters With Mohnish Pabrai (CNBC TV18)

Activist Investor Bill Ackman on The David Rubenstein Show (David Rubenstein)

The Enduring Legacy of Charlie Munger with Lawrence Cunningham (Excess Returns)

Li Lu: Remembering My Teacher Charlie Munger (Li Lu)

The Quality of New Entrants (Verdad)

The Value Perspective with Mohnish Pabrai (TVP)

For 20 Years, Momentum Investing Has Struggled (Validea)

Bruce Greenwald on Long Term Resilience (MA)

Debaser (Rudy Havenstein)

Full Transcript from CNBC’s “Charlie Munger: A Life of Wit and Wisdom” (CNBC)

Why Do Investors Play Low Probability Games? (BI)

What Charlie Munger’s Death Means for Berkshire Hathaway (Barron’s)

Learning from UCLA’s John Wooden (IMC)

Billionaire Ray Dalio Slams A New York Times Reporter (Fortune)

A Moat That Works? (HumbleDollar)

Mohnish Pabrai on pursuing Happiness and redefining Success (Morningstar)

The Charlie Munger Investing Manifesto (Safal)

Aswath Damodaran – Return on Invested Capital (ROIC): Dataset Support (AD)

Transcript: Michael Fisch (Big Picture)

Successful Investing is Hard (AWOCS)

A Tribute To Charlie (Felder)

Bill Gates Says World Is Unlikely to Meet 2C Warming Goal (Bloomberg)

Jeremy Siegel: The Fed can’t be ‘anywhere near as stubborn’ when it comes to rate cuts (CNBC)

Hundreds of Stocks Have Fallen Below $1. They’re Still Listed on Nasdaq (WSJ)

It’s 2023 and fund managers still suck (FT)

Dakshana Day 2023 Celebration at IITs | NITs | AIIMS | GMCs | CoEs (Mohnish Pabrai)

Jensen – Why Artificial Intelligence Is Revolutionizing Freight (Jensen)

First Eagle Investments: Japan – The Sun Also Rises  (FEIM)

Dodge & Cox: Emerging Market Stocks – A Wealth of Opportunities (D&C)

This week’s best value investing news:

Rotation Out of Growth Stocks Takes Hold: Value Stocks Set to Outperform Now? (

4 investment mantras by Michael J Mauboussin to survive market storms (Mint)

Why it’s stockpickers’ time to beat the market (Investors’ Chronicle)

This week’s Fear & Greed Index:

This week’s best investing podcasts:

TIP586: Mastermind Q4, 2023 w/ Tobias Carlisle and Hari Ramachandra (TIP)

Podcast Interview with Chris Bloomstran (JRo Show)

Expert: Kerry Craig – Interest rates, China, Climate & AI | J.P. Morgan Asset Management (Equity Mates)

The Enduring Legacy of Charlie Munger with Lawrence Cunningham (Excess Returns)

Charles McGarraugh – “Change in the Market is Accelerating” (FWM)

Ep 416. Assessing Land Banks: Value Trap or Value Investment? (FC)

447- Thank You, Charlie Munger (InvestED)

Timing the Market Doesn’t Work — We Did the Math (InvestingInsights)

Episode #511: Louis-Vincent Gave & Harris “Kuppy” Kupperman (Meb Faber)

The Death of Small Cap Equities? with Chris Satterthwaite (PlanetMicroCap)

Ben Jenkins – On Mentorship, Being a Professional, and Allocating Capital (BusinessBrew)

This week’s Buffett Indicator:


This week’s best investing research:

Untangling Behavioral Finance and the Psychology of Financial Planning (AlphaArchitect)

December Strategy Session: 3 Key Takeaways (AllStarCharts)

Let’s Talk Blockchain, Not “Crypto” (CFA)

Different volatilities have different meanings (DSGMV)

The Asymmetry of Up Versus Down Days in the Stock Market (PAL)

Frame of Reference Risk In an Unstable World (AllAboutAlpha)

This week’s best investing tweet:

This week’s best investing graphic:

Which Companies Make Up the “Magnificent Seven” Stocks? (Visual Capitalist)

This chart highlights the Magnificent Seven stocks, a group of seven megacap stocks that replace the previous FAANG.

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