This week’s best investing news:
What You Can Learn From Young Warren Buffett (WSJ)
Ray Dalio on economic forces, division and the future (National News)
Persistent Alpha: Lessons from the Pod Shops (Verdad)
An Interview with Jeffrey Gundlach (Future Proof)
Validea’s Top Benjamin Graham Stocks – December 2024 (Validea)
What’s Oaktree Reading? 2024 Year-End Book Recommendations (OakTree)
Oakmark Funds: Two sides of the same (bit)coin (Oakmark)
Berkshire Hathaway Energy November 2024 Slide Presentation (Berkshire)
You get no premium for illiquidity (Havenstein)
Before Berkshire: Warren Buffett’s Tab Card Triumph (Kingswell)
What Are Your Financial Market Expectations for 2025? (BI)
I Have A Few Questions (Collab Fund)
Stocks Went Down (Michael Batnick)
The Prisoner (Ep Theory)
‘Embrace The Expanding Bubble’ (Felder)
Investing in the stock market is an unpleasant process (Tker)
The Simple Life (Humble Dollar)
The average S&P 500 stock is now down since the election (Sherwood)
Why This Frothy Market Has Me Scared (WSJ)
MiB: Tony Kim, Blackrock Active Technology (MiB)
8 Things I Like and Don’t Like (Ben Carlson)
This week’s best value investing news:
Robeco’s Matthias Hanauer – Think Value Investing Is Outdated? Think Again (Meb Faber)
Americans love cheap things but hate cheap stocks (Sherwood)
Value stocks are on their longest losing streak ever. They could mount a comeback in 2025. (MarketWatch)
Beaten-Down Stocks Poised For A Comeback (Forbes)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Aswath Damodaran, the Dean of Equity Valuation from the Stern School of Business, host Rick Ferri (Bogleheads)
Inside the Mysterious World of Pod Shops (Excess Returns)
Grifting and Gullibility in Market Manias (MicroCapClub)
Scott Wu – Building Cognition (ILTB)
An Outstanding Global Investor’s Strategy for Investing in a High Risk World (WealthTrack)
Talking Charts (Guest: Chase Taylor) (TC)
How to Diversify Your Portfolio to Handle a Market Correction (Morningstar)
Episode 336 – Steve Utkus: Investor Beliefs and Financial Advice (RR)
Mary Ann Bartels: Stocks, Bitcoin Poised to Keep Rallying in 2025 (Barron’s)
This week’s Buffett Indicator:
Strongly Overvalued.
This week’s best investing research:
Estimating Long-Term Expected Returns (AlphaArchitect)
Will Artificial Intelligence Replace the Investment Professional? (AllAboutAlpha)
A Guide for Investment Analysts: Toward a Longer View of US Financial Markets (CFA)
This week’s best investing tweet:
Game: Pick a stock or credit for the next 12 months, long or short, no derivatives.
Winner is the investment that LOSES the most $
cc @MebFaber
— Tobias Carlisle (@Greenbackd) December 19, 2024
This week’s best investing graphic:
Charted: The Share of U.S. Companies With Negative Earnings (Visual Capitalist)
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