This week’s best investing news:
David Einhorn – Virtual fireside chat and Q&A session (SKAGEN)
Mohnish Pabrai’s latest thoughts on Big Tech, Turkey, Coal, and a tribute to Charlie Munger (SumZero)
On Foreign Exchange (Verdad)
Seth Klarman – Margin of Safety (AIM)
Buffett’s Berkshire Holds On to Apple Shares, but Trims Stakes in BofA, Citi and Capital One (WSJ)
Howard Marks – Part Six: What is the character of risk? (OakTree)
Invest In America – Kyle Bass (The Fort)
Aswath Damodaran – ROE, Good/Bad Companies and Efficient Markets: Back to Basics (AD)
Bill Gates and Patrick Collison: In Conversation (CHM)
The Magnificent Seven, MKL (Brooklyn)
The most important Latin phrase in investing (Tker)
One Stock at a Time (HD)
Apple Gets Reprieve From Warren Buffett — And More From Berkshire Hathaway’s 13F (Kingswell)
‘A Sudden Shift In The Investment Landscape’ (Felder)
The Less Fund Investors Did, the Better They Did (BP)
How to avoid a common investment mistake (Elm)
13 Thoughts to Survive and Grow Through a Market Fall (Safal)
Beliefs, Misconceptions & Behaviors (Barry Ritholz)
Inflation Isn’t Going Away? Some Tips on How to Buy TIPS (Jason Zweig)
MiB: Christine Phillpotts, Ariel Investments (MiB)
The Great EBITDA Illusion (Behind Balance Sheet)
Staying the Course (Rational Walk)
Oakmark Funds: International equities – How companies are closing the value gap (Oakmark)
Sound Shore Fund Q4 2024 Commentary (SS)
This week’s best value investing news:
A Turning Point for Value Investing | Mark Holowesko (HF)
Miller Value Partners: The Value Investor’s Case for LNC and QUAD (Miller)
Kotak Konversations Ep 3 | Value Investing Afresh (Kotak)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Jim Masturzo – Fragile Markets, Strong Portfolios: 2025 Asset Allocation Playbook | #570 (Meb)
JOIN 400+ INVESTORS – Planet MicroCap Las Vegas 2025 (MicroCapClub)
The Value Perspective with Jim Osman (TVP)
Ravi Gupta – AI or Die (ILTB)
Idle Markets Are The Devil’s Workshop (RR)
#378 – Kyle Bass – Founder/CIO @ Hayman Capital Management, L.P. – Invest In America (TF)
Private Credit Risks and Opportunities (BB)
#215 David Heacock: Managing and Marketing a $250M Business (KP)
#44 The Think Tank Manager (BalanceSheet)
Michael Choe – Atomization of Private Equity Decisions at Charlesbank (EP.432) (CA)
Ep 190: Frewen Lam – Investing Smarter: Lessons from Private Markets, Asia & Agri (ITR)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
The Ability to NAV Time Interval Funds (AlphaArchietct)
The Future of Investing: Augmented Intelligence (CFA)
How DeepSeek Could Change the Future of AI (AllAboutAlpha)
This week’s best investing tweet:
Small caps are 22% cheaper than large caps on price-earnings ratio. The years that witnessed this discount are 1973, 1976, 1998, 2001 and 2020. Even investors who were early in 1973 and 1998 would have then witnessed two legendary small cap cycles: 1974-1981 and 1999-2018. pic.twitter.com/6RsyfT2sdE
— Jeff Weniger (@JeffWeniger) February 12, 2025
This week’s best investing graphic:
AI Stocks: The Capital-Raising Surge (Visual Capitalist)
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