This Week’s Best Value Investing News, Podcasts, Interviews (03/29/2024)

Johnny HopkinsValue Investing NewsLeave a Comment

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:


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:

This week’s best investing graphic:

How Small Investments Make a Big Impact Over Time (Visual Capitalist)

This bar chart shows the power of compound interest and regular contributions over time.

For all the latest news and podcasts, join our free newsletter here.

FREE Stock Screener

Don’t forget to check out our FREE Large Cap 1000 – Stock Screener, here at The Acquirer’s Multiple:


Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.