This week’s best investing news:
Howard Marks Memo – 2023 In Review (OakTree)
Ray Dalio – To Answer the Question of Why I Invest in China (Linkedin)
The Overlooked Strategy of Dividend Growth Investing (Validea)
Cliff Asness – Timely & Timeless Investment Wisdom (Meb Faber)
Guy Spier & Monhish Pabrai: Adapting In Times Of Crisis & Overcoming Hardship For Success (GS)
Jamie Dimon’s Annual Report 2023 (Bloomberg)
Verdad: 10 Years, $1B in AUM (Verdad)
‘Most Investors Are Unprepared For This New Environment’ (Felder)
Bill Nygren Q1 2024 Market Commentary: Navigating market highs and (avoiding) value traps (Oakmark)
Mohnish Pabrai’s Q&A session with students at the JNV Bangalore (Rural) (MP)
An Update on Ray Dalio’s Views of The Five Big Forces Shaping 2024 (RD)
15 Ideas from Seth Klarman’s Margin of Safety (Investment Talk)
Even strong stock market years can get very stressful (TKer)
The Snowball: Warren Buffett and the Business of Life (Security Analysis)
What Can Commodities Do for You? (Morningstar)
Active Investors Need to Think About the Odds (Behavioural Investment)
The Opportunity in Japan (Hosking)
Lucky vs. Repeatable (Collab Fund)
Higher for Longer After All? Investors See Fed Rates Falling More Slowly (NYT)
The Last Hurrah (Ep Theory)
15 Stocks That Have Destroyed the Most Wealth Over the Past Decade (Morningstar)
Stories We Tell (Humble Dollar)
Transcript: Ed Hyman (MiB)
Global supply of equities shrinks at fastest pace in decades (FT)
I Ran The Numbers And They Work! (rogersplanning)
What the Perma-bears Get Wrong About the Stock Market (Atlantic)
A Short History of Stocks (Big Picture)
The “Lesson I Have Learned” Mindset (RW)
Patient Capital Management: Mag 7 Expectations More Substance Than Hype (PC)
Narratives rule everything around me (FT)
April Views from First Eagle Global Value Team (FEIM)
This week’s best value Investing news:
Cycle turns toward value investing as Mag 7 falters and rate cuts delayed (Perpetual)
Matthew Sweeney – Discussing Value (Business Brew)
Redefining AI investment: Why value investing trumps ‘Picks and Shovels’ (BizNews)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Nigel Dawn – Secondaries in Private Markets (Capital Allocators)
TikTok’s worst financial advice (Equity Mates)
Matthew Sweeney – Discussing Value (Business Brew)
TIP622: Finding Certainty in an Uncertain World w/ Joseph Shaposhnik (TIP)
Navigating the Islands of Macro with Andy Constan (Excess Returns)
Ken Langone – The American Dream (ILTB)
Construct the Optimal Portfolio (Vitaliy Katsenelson)
What If You Replaced All of Your Bonds With…..Gold?! (Meb Faber)
This week’s Buffett Indicator:
Overvalued
This week’s best investing research:
How the Stock Market Impacts Investor Mental Health (Alpha Architect)
Daniel Kahneman – The man who made economics again a social science (DSGMV)
The Bond Crash Continues (ASC)
Daniel Kahneman – The man who made economics again a social science (PAL)
This week’s best investing tweet:
An extraordinary collection of lessons that Danny Kahneman imparted. Worth reading and celebrating an extraordinary life: https://t.co/0oR0slcH0L
— Michael Mauboussin (@mjmauboussin) April 11, 2024
This week’s best investing graphic:
Population Projections: The World’s 6 Largest Countries in 2075 (Visual Capitalist)
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