This week’s best investing news:
Howard Marks – Oaktree | Investment Conference 2024 (NBIM)
How to Value Berkshire Hathaway 2024 w/ Chris Bloomstran (TIP)
Mohnish Pabrai’s Q&A session with students at the JNV Kottayam (MP)
Bridgewater’s Bob Prince Says Fed Rate-Cutting Hopes Are ‘Off Track’ (Bridgewater)
Cliff Asness – The Cliff Factor (Phil Bak)
Japan’s Stealth Profit Boom (Verdad)
The Consummate Contrarian: David Dreman’s Value Investing Strategy (Validea)
Jim Rogers: Recession Predictions, Investing in Gold & Silver, and China (NRS)
Leon Cooperman, Hedge Fund Icon, Billionaire & Philanthropist (FO)
Shelf Life (MicroCapClub)
Rob Arnott at Exchange ETF (RA)
Josh Wolfe: The ChatGPT of Robotics is Coming (Odd Lots)
The Little Things that Result in the Big Things (MicroCapClub)
Are You an Investment Historian or a Futurist? (Morningstar)
Risk Seeking vs. Mitigating (Ted Lamade)
Druckenmiller gives advice to students, discusses U.S. macroeconomic trends (BO)
Transcript: Ashish Shah, CIO GSAM (Ritholz)
‘Inflation Is A Choice’ (Felder)
Economists: always wrong, never in doubt. (Rudy Havenstein)
Why JPMorgan CEO Jamie Dimon Is Skeptical of an Economic Soft Landing (WSJ)
How to become a better investor | Investment Conference 2024 (NBIM)
An Investor Checklist for Dealing with Geopolitical Risk (Behavioural Investment)
How Not to Invest in the Bond Market (WSJ)
Ray Dalio’s famous trade is sputtering – and investors are out (AFR)
Secrets of Family Empires (Stephen Clapham)
Alienating Tesla Buyers by the Cybertruck-load (Big Picture)
How did customer service get so bad? (FT)
Sound Shore Fund Q1 2024 Commentary (SSF)
This week’s best value Investing news:
Looking for value stocks? Some lessons from the masters (Globe & Mail)
Is Value Investing Still Relevant? Absolutely, If Done Correctly (TSI)
It’s Not Enough to Own Quality Stocks. You Need to Look for Value, Too (Barron’s)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
How to Value Berkshire Hathaway 2024 w/ Chris Bloomstran (TIP)
Adventure Capital: An Interview with Jim O’Shaughnessy (What’s Important)
Expert: Roger Montgomery – 5 stocks he’s buying today (Equity Mates)
Show Us Your Portfolio: Jared Dillian (Excess Returns)
Ep 446. Energy Investing the Warren Buffett Way (FC)
Episode #529 : Professor Kenneth French on Risk, Return, and Rationality (Meb Faber)
Darren Fisk (Business Brew)
Meir Statman: ‘The Biggest Risks in Life Are not in the Stock Market’ (Long View)
Commercial Real Estate Opportunities (WealthTrack)
This week’s Buffett Indicator:
Overvalued
This week’s best investing research:
How investors form beliefs and make decisions (AlphaArchitect)
Inflation Expectations Edge Higher (ASC)
Understanding Performance Benchmarking (AllAboutAlpha)
What Price Risk? Unpacking the Equity Risk Premium (CFA)
This week’s best investing tweet:
Buffett should have bought Pepsi.
Idiot. https://t.co/3lMRosAJLl
— Jerry Capital (@JerryCap) April 25, 2024
This week’s best investing graphic:
Visualizing AI Patents by Country (Visual Capitalist)
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