This week’s best investing news:
David Einhorn says we have reached the ‘Fartcoin’ stage of the market cycle (CNBC)
Hedge Fund Clients Pulled $7 Billion From Elite Money Manager Since 2021 (Bloomberg)
Think smarter, not harder with Howard Marks (Guy Spier)
Mohnish Pabrai on His Coal Thesis and the Mental Model Behind It (MOI)
The Accuracy and Importance of Growth Guidance (Part II) (Verdad)
Virtual fireside chat and Q&A with value investor David Einhorn (Skagen)
Ray Dalio on The Changing World Order (Columbia)
Distinguished Speaker Series: Howard Marks, ’69 (Chicago Booth)
Stanley Druckenmiller says ‘animal spirits’ are back in markets because of Trump with CEOs ‘giddy’ (CNBC)
JPMorgan CEO Jamie Dimon: The U.S. stock market is ‘kind of inflated’ (CNBC)
How Far Out-of-Whack Are Fund Investors’ Asset Allocations? $800 Billion, Give or Take (Morningstar)
Practical Lessons from Cliff Asness (Excess Returns)
Jeffrey Gundlach‘s Just Markets 2025 (DoubleLine)
Replicating Buffett (Net Interest)
U.S. Stocks Crushed Over the Past Decade. But Investors Haven’t Shown U.S. Stock Funds Much Love (BP)
What You Don’t Know Could Sting Your Portfolio (WSJ)
Apple investors’ mental torture (OptimistiCallie)
Investing is Hard (Behavioural Investment)
Why Are So Many CEOs Jumping Ship? (Felder)
Bargain hunting? This value manager has scooped up Airbnb, an AI-healthcare play and a GE spinoff (Morningstar)
MiB: Jonathan Clements on Why Dying is Hard Work (MiB)
The Stock Market Is Both a Voting and Weighing Machine (Morningstar)
Akre – Semi-Annual Investor Call Replay – November 2024 (Akre)
First Eagle Global Value Team 2024 Annual Letter (REIM)
Ariel Focus Fund Q4 2024 Commentary (Ariel)
This week’s best value investing news:
Value stocks: Why you might be underweight and unaware (BlackRock)
Value Investing Will be the Best Stock Market Investing Strategy in 2025 (EquityMaster)
Forget Tesla and Nvidia Stocks. Check Out These Unloved AI Bargains (Barron’s)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Busting 50 Years of Investing Myths | Rob Arnott (Excess Returns)
#212 Alfred Lin: How to Think (and Work) Like a World-Class Investor (Knowledge Project)
Expert: Andrew Brown – 14 Bold Predictions for 2025 (Equity Mates)
Dylan Field – Designing The Future (ILTB)
Alex Morris – Buffettology (Business Brew)
#2260 – Lex Fridman (Joe Rogan)
Wendy Li on How To Invest Like Elite Endowments (Meb Faber)
Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund (Morningstar)
What’s Driving the Rise in Long-Term Bond Yields? | Jim Bianco (Hidden Forces)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
Artificial Intelligence and the Risks of Harking (Hypothesizing After-the-Fact) (AlphaArchitect)
Top Hedge Fund Industry Trends for 2025 (AllAboutAlpha)
Commodities are Targeting 2022 Highs (PAL)
Private versus public markets – the new blending (DSGMV)
Passive Funds: The Secret Ingredient to Smarter Active Portfolio Management (CFA)
This week’s best investing tweet:
I’ve created a universe of 100 ‘wonderful’ companies.
I am now posting the 15 cheapest names in that universe every January, measured by the discount to their average p/sales ratio and other metrics. I’ll track the performance & rebalance annually.
This is the 2025 stock list. pic.twitter.com/seMm9m1QHt
— ValueStockGeek (@ValueStockGeek) January 17, 2025
This week’s best investing graphic:
Visualizing the Global Population in 2035, by Generation (Visual Capitalist)
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