This week’s best investing news:
Li Lu talk: Global Value Investment and the Times (CU Beijing)
Jeremy Grantham Protégé Favors ‘Deep Value’ Stock Picks for 2025 (Bloomberg)
Value Investor Chris Davis on Berkshire Hathaway and Stock-Picking (Barron’s)
Michael Mauboussin on Finding Wisdom in Unconventional Places (MOI)
Jeremy Siegel discusses the markets (CNBC)
Stocks Cap Best Two Years in a Quarter-Century (WSJ)
Why Berkshire Hathaway May Be the Most Defensive Megacap Stock (Barron’s)
A Record-Shattering $1 Trillion Poured Into ETFs This Year (WSJ)
Worth Repeating (Humble Dollar)
MiB: Toto Wolff, Mercedes-AMG PETRONAS F1 Team (MiB)
Interview with First Eagle Global Fund’s Matthew McLennan (WealthTrack)
A Time To Be Thankful (AllStarCharts)
This week’s best value investing news:
Value Investing in a High Intangible Intensity World | Jacob Pozharny (Validea)
Value Investor Chris Davis on Berkshire Hathaway and Stock-Picking (Barron’s)
The One Factor That Explains the Struggles of Value, International and Small-Cap Stocks (Excess Returns)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
The Best of 2024: Damodaran, Gerstner, Asness, Bessembinder & French (Meb Faber)
Catriona Burns – Compounding really is your friend, finding long-term structural winners (Equity Mates)
The One Factor That Explains the Struggles of Value, International and Small-Cap Stocks (Excess Returns)
Jack Kokko – Building AlphaSense (ILTB)
495- FROM THE VAULT: Understanding Free Cash Flow (InvestED)
MicroCapClub Top 10 Articles of 2024 (MicroCapClub)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
Forecasting Earnings, Artificial Intelligence (AI) Versus Equity Analysts (Alpha Architect)
Aging Populations Demand Urgent Pension Reforms: Are We Prepared? (CFA)
2024 Trading Randomization: The Lessons (PAL)
This week’s best investing tweet:
Forward returns look all right, all right, all right. https://t.co/wRGvxYdejb
— Tobias Carlisle (@Greenbackd) December 21, 2024
This week’s best investing graphic:
Ranked: The World’s Top Companies by Revenue in 2024 (Visual Capitalist)
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