This week’s best investing news:
Jeremy Grantham: Bubbles, AI, Climate Change, Population Growth (Insightful Investor)
Terry Smith: ‘Most investors today are too short-term’ (Fundsmith)
The Enduring Appeal of Dividend Aristocrats (Validea)
Bill Nygren interview at Columbia Student Investment Management Association (CSIMA)
Famously Obstinate, Bill Ackman Is Now Real-Life Famous. What Next? (NY Times)
Bob Robotti – Capstone Student Investment Conference 2024 (CSIMA)
Mohnish Pabrai’s Session with Columbia Business School (CSIMA) (MP)
Why even Howard Marks is wary of office property (AFR)
From $100k to $7.6M in 30 years (HVG)
Interview: David Rosenberg (Globe & Mail)
Why the U.S. Government Is Suing Apple (WSJ)
Ariel’s Charlie Bobrinskoy discusses the Fed, markets, Mosaic Co. (CNBC)
Robert Cialdini – How to Persuade & Influence Anyone | The 7 Psychological Tactics (TIP)
How BYD grew from battery maker to electric vehicle juggernaut, overtaking Tesla (CNBC)
Tom Gayner on the Markel Brunch and the Reunion 2024 (Good Investing)
MiB: Liz Ann Sonders, Schwab Chief Investment Strategist (MiB)
Dan Davidowitz of Polen Capital (JRo)
Polen Capital Management: Know What You Own – Stocks vs. Businesses (Polen)
Why Has the EV Market Stalled? (HB)
This week’s best value Investing news:
Value Investing, Inflation and Expected Returns with Rob Arnott (Excess Returns)
TIP617: Improve Your Investing Operating System w/ Vitaliy Katsenelson (TIP)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Sean Feeney – Reinventing the Restaurant Business (Invest Like the Best)
Blythe Masters – Fintech Innovation at Motive Partners (Capital Allocators)
The Case for an AI Bubble with Doug Clinton (Validea)
What Does “Unbiased” Mean in the Digital World? (EconTalk)
TIP617: Improve Your Investing Operating System w/ Vitaliy Katsenelson (TIP)
But We Are Long-Term Investors (MicroCap Club)
Episode #526: Indexing Nevada PERS: Steve Edmundson’s $60 Billion Strategy (Meb Faber)
Expert: Ben McVicar & Jowell Amores – Infrastructure: Invest in where the world is going (Equity Mates)
Value Investing, Inflation and Expected Returns with Rob Arnott (Excess Returns)
Otto van Hemert – Seasonality Everywhere (FWM)
Ep 439. Bankruptcy Investing: How to Analyze and Profit from Distressed Companies (FC)
This week’s Buffett Indicator:
Overvalued
This week’s best investing research:
Personality Differences and Investment Decision-Making (AlphaArchitect)
Crude Oil Hits a 5-Month High (ASC)
The Remarkable Story of Style Regimes: For the Data-Driven Investor (CFA)
This week’s best investing tweet:
Ray Dalio highlighhts five issues about China’s economy and makes his conclusion about investing there.
🧵👇
1 | “There are big debt and economic problems that are depressing economic activity, prices, and psychology.”
1/6 pic.twitter.com/vMKmddyHXF
— Hidden Value Gems (@HiddenValueGems) March 29, 2024
This week’s best investing graphic:
How Small Investments Make a Big Impact Over Time (Visual Capitalist)
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