This week’s best investing news:
Howard Marks: This Investor Raised Billions by Making Complicated Ideas Simple (David Perell)
Terry Smith: my future as manager of Fundsmith Equity Fund (AJ Bell)
Japan’s Orphans (Verdad)
A $150 Billion Question: What Will Warren Buffett Do With All That Cash? (WSJ)
Jim Chanos on his legendary Enron short bet two decades later (CNBC)
Bill Ackman: Investing, Financial Battles, Harvard, DEI, X & Free Speech (Lex Fridman)
Charles Munger – The Life & Legacy of Our Late, Eminent Friend (fhmag)
Prem Watsa: “Market has spoken” as Fairfax stock bounces back after short-seller report (Insurer)
Ignore the Crowd w/ Super-investor Bruce Berkowitz (RWH)
Number Goes Up (Rudy Havenstein)
Cathie Wood’s $14.3 Billion Implosion (QTR)
It’s A Bull Market (Kingswell)
Morgan Housel – Selfish Writing, Fiction vs. Nonfiction, Methods for Connecting Ideas (GS)
The End of History and the Triumph of Fiat World (Ep Theory)
Guy Spier’s Library Tour – Power Of Reading & Learning For Wealth, Wisdom & Happiness (GS)
Easily Avoided (HumbleDollar)
Jim Bianco Interview (The Market)
Aswath Damodaran – Too Big a Risk? Catastrophic Risks in Business and Investing (AD)
The Ackman Discount (Net Interest)
Mastering the Long Game of Investing (Safal)
Look at Your Fish (Flyover Stocks)
What Part Of The Market Do You Own? Part Deux (Felder)
Transcript: Bill Dudley, NY Fed Chief (Big Picture)
A Fund With a 94.9% Yield? You Guessed It, There’s a Catch (WSJ)
First Eagle Investments: February Views from First Eagle Global Value Team (FEIM)
Polen Capital Management: The Rise of Emerging Market Banks (Polen)
This week’s best value investing news:
On the Persistence of Growth and Value Stocks (AlphaArchitect)
Growth Vs. Value Investing Explained (Forbes)
Interest rates and IR: What a rate reduction might mean for growth vs value stocks (IRMag)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Ignore the Crowd w/ Super-investor Bruce Berkowitz (RWH)
TIP608: Long-Term Compounding w/ Chris Mayer (TIP)
Michael Mauboussin – Pattern Recognition and Public Markets (EP.370) (CA)
Cyan Banister – Investing for a Higher Purpose (ILTB)
457- Stop the Insanity (InvestED)
Will Thomson On Lithium, Copper, And More (BB)
Episode #521: GMO’s Tina Vandersteel on a “Once-in-a-Generation” Opportunity (MF)
Has Passive Investing Broken the Market? | Mike Green (ER)
Ernest Scheyder: The War Below (Lithium, Copper, and Critical Minerals) (VH)
#188: Bryan Johnson: Five Habits for Longer Living (KP)
This week’s Buffett Indicator:
Overvalued
This week’s best investing research:
140-year Old Strategy Is Working (ASC)
Self-Declared Benchmarks and Fund Manager Intent: “Cheating” or Competing? (AlphaArchitect)
The Low-Volatility Factor and Occam’s Razor (CFA)
Good company not the same as a good stock (DSGMV)
This week’s best investing tweet:
Is Now A Good Time For Value?
Gotham Yield (as of 2/20/20241):9.84%
Percentile Towards Cheap:18th
Average Two-Year Forward Return*:28.15%
* Based on historical research pic.twitter.com/coIZMqscrx— Tobias Carlisle (@Greenbackd) February 20, 2024
This week’s best investing graphic:
Visualizing Wealth Distribution in America (1990-2023) (Visual Capitalist)
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