This week’s best investing news:
Howard Marks Memo: Mr. Market Miscalculates (OakTree)
Guy Spier – On his investment and life philosophies (VAH)
Ray Dalio Creating An AI Version of Himself (X)
Four Warren Buffett Holdings That Also Pass His Quantitative Tests (Validea)
Cliff Asness – Volatility Laundering in PE, Diversification, Value Vs Growth (Money Maze)
Behind the Memo – The Impact of Debt with Howard Marks and Morgan Housel (OakTree)
Warren Buffett’s Berkshire Hathaway surges past $1tn market value (FT)
Bill Miller: the Philosophy Behind His Investing Approach (Millennial Investing)
Aswath Damodaran – Beat you Bot: Building your moat against AI! (AD)
Billionaire Stanley Druckenmiller Goes Bargain Hunting (Globe & Mail)
‘The Revenge Of The Old Economy’ (Felder)
Relative Valuation Methods: A Cheat Sheet for Investors (Safal)
Bridgewater: Larry Summers and Bob Rubin Join Our CIOs to Discuss the Surprising Economic Cycle (Bridgewater)
Two-Percent is the Floor (Havenstein)
Josh Wolfe (Lux Capital): Predictions on Emerging Technologies, AI, and the Future of VC (LB)
Yielding No Advantage (HumbleDollar)
Chasing Star Fund Manager Performance (Ben Carlson)
Gasoline Prices Fall to 6-Month Low (AP)
Why you shouldn’t invest like a billionaire (Axios)
What Tennis Can Teach Us About Investing and Making Your Edge Count (Carson)
Economic Moats Explained: What They Are & Why They Matter – Part III (Todd Wenning)
MiB: Ricky Sandler, Eminence Capital (MiB)
Third Point Q2 2024 Investor Letter (TP)
This week’s best value Investing news:
GMO – Deep Value A Rose by Any Other Name Would Smell as Sweet (GMO)
Aswath Damodaran: Value Investing, the Rise of Passive and Investing in a Changing World (ER)
ETF Edge on China’s underperformance and the value investing comeback (CNBC)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Guy Spier – On his investment and life philosophies (VAH)
Michael Mervosh – Invest in Yourself (Capital Allocators)
Tackling the Most Challenging Questions in Investing with Aswath Damodaran (ER)
Gavin Baker – AI, Semiconductors, and the Robotic Frontier (ILTB)
479- Buy It for Life (InvestED)
Mutual Funds Turn 100. Can Investors Still Count on Them? (Morningstar)
Large Positions (MicroCapClub)
EP 167: From Stock Picking To Systematic Investing Success With Wes Gray (Peter Lazaroff)
Momentum, Margin of Safety, Management, Monopoly with Sam McColgan, Analyst at Breakout Investors (PM)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
From Man vs. Machine to Man + Machine: The Art and AI of Stock Analyses (AlphaArchitect)
Nvidia to Replace Intel in the Dow (ASC)
Can Investors Earn Attractive Yields Without Taking on Extensive Duration or Credit Risk? (AllAboutAlpha)
This week’s best investing tweet:
Berkshire’s market cap averaged about $20 million in 1965 (WB started buying at under $10 million). Buffett has presided over a 50,000x increase in Berkshire’s market value. Here’s the most incredible part: Outstanding shares have gone from about 1.08 million in 1965 to 1.4…
— Adam J. Mead (@BRK_Student) August 28, 2024
This week’s best investing graphic:
Berkshire Joins the $1 Trillion Club: How Long Did It Take? (VC)
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