This week’s best investing news:
MiB: David Einhorn, Greenlight Capital (MiB)
Mohnish Pabrai’s Interview at Morningstar (MP)
Cliff Asness – Why Not 100% Equities (AQR)
Yield Is Not Return (Verdad)
Bill Ackman’s War on Harvard, MIT, DEI, and Everyone Else (NYMag)
Michael Burry Covers Bet Against Chips ETF, Buys Health and Tech Stocks (Bloomberg)
GMO’s Grantham says AI will ‘change the world’ but warned about being ‘over our skis’ (P&I)
Stanley Druckenmiller: “Nvidia Is in Nosebleed Territory” (Yahoo)
David Rolfe on Learning From Mistakes and Embracing Good Investment Ideas (GF)
How To Invest And Beat The Pros | Dr. Burton Malkiel (Julia La Roche)
The Art of Microcap Investing – Ian Cassel (The Fort)
Jamie Dimon believes U.S. debt is the ‘most predictable crisis’ in history (Fortune)
What Part Of The Market Do You Own? (Felder)
Pershing Square – Annual Investor Presentation (Pershing)
“The Lazy Tax” (Rudy Havenstein)
Japan’s economy unexpectedly slips into recession (CNBC)
Consumer Brands and Essential Inputs (Collab Fund)
S&P 7 vs S&P 493 Earnings Expectations (Apollo)
The ‘No Landing’ Narrative (Ep Theory)
The Norwegian sovereign wealth fund’s $92mn Excel error (FT)
My Biggest Gamble (Humble Dollar)
Third point Q4 2023 Investor Letter (TP)
METAstasis (Scott Galloway)
Sequoia Fund 2023 Year End Portfolio Review (Sequoia)
Davis Funds 2023 Annual Review (Davis)
This week’s best value Investing news:
Value investing: “The reports of my death have been greatly exaggerated” (Robeco)
The value investor’s guide to AI (Market Index)
Navigating Value Investing in a Growth-Oriented Market (LinkedIn)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
TIP606: Multi-Bagger First Principles w/ Ian Cassel (TIP)
Episode #520: Drew Dickson on Navigating Behavioral Biases, U.S. vs. European Stocks, & Tesla (Meb Faber)
The Next Chapter for Inflation with Cullen Roche (Excess Returns)
Danny Meyer – The Power of Hospitality (ILTB)
#31 The Justice Warrior (Stephen Clapham)
456- Buy Side Weather Matrix (InvestED)
Should You Bet on Online Gambling Stocks Now? (Morningstar)
Ep 430. Unpacking the EV Landscape in 2024: Supply, Demand, and Pricing (FC)
Magnus Grimeland – Day Zero Investing at Antler Capital (Capital Allocators)
The Coming Paradigm Shift in the Stock Market | Daniel Peris (HF)
This week’s Buffett Indicator:
Overvalued
This week’s best investing research:
Winners Don’t Sell Winners (ASC)
Farmland Investing vs. Bonds (AllAboutAlpha)
This week’s best investing tweet:
Value investors will thumb their nose at tech companies while 50% of Buffett’s portfolio is in Apple stock.
Believing the wrong narrative can kill your returns.
— Pomp 🌪 (@APompliano) February 15, 2024
This week’s best investing graphic:
Billionaire Wealth: The Biggest Winners and Losers in 2023 (Visual Capitalist)
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