This week’s best investing news:
Berkshire Hathaway’s 2025 Proxy Statement (BH)
Fundsmith 2025 Annual Shareholders’ Meeting (Fundsmith)
Buffett Hates Selling Anything. The Sale of Berkshire’s Real Estate Unit Would Be Unusual (Barron’s)
Three Reasons we’re Overweight Japanese Equities (GMO)
Navigating Turbulence (Verdad)
Oakmark Funds: Addressing Oakmark shareholder questions (Oakmark)
Fairfax Is Enjoying a Favorable Moment (Morningstar)
Pzena Investment Management: International small-cap update (Pzena)
Avoid the Unforced Investment Errors Even Billionaires Make (Bloomberg)
Ray Dalio and Salesforce’s Benioff on AI, trade wars and new world order (CNBC)
Is the Stock Market Cheap Yet? (Morningstar)
Aswath Damodaran – Investing Politics: Making Sense of Trump, Tariffs and Tesla! (AD)
Tariffs Aren’t the True Cause of the Markets’ Selloff (Morningstar)
Hetty Green and the timeless appeal of market timing (Monavator)
10% Market Dip? How Not to React (Barry Ritholz)
The Dirt Tells No Lies (F&F)
Beautiful vs. Practical Advice (Collab)
How Do Allocate the Bond Portion of Your Portfolio? (Humble Dollar)
Stephanie Kelton on US Fiscal Policy and the ‘Deficit Myth’ (MiB)
If Equity Markets Didn’t Fall as Much Their Returns Would be Lower (BI)
One of the most misunderstood moments in stock market cycles (TKer)
The Stock Market Doesn’t Care What You Say (Ben Carlson)
This week’s best value investing news:
2025 YYX Toronto Value Symposium (Brian Langis)
The Value Stocks to Watch – 2025 (Pzena)
Ivey Business School’s Value Investing Program | Denison (Dan) Veru (Ivey)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Recession Fears Are Overblown: Robert Smallwood, The Contrarian Catalyst (Contrarian)
Barry Ritholtz: ‘How Not to Invest’ (Long View)
Buy Stock Where You Shop With Grifin | Aaron Froug (Meb)
#45 The Chess Master (Clapham)
The Soft Landing is a Myth: Here’s What’s Really Going on in the Economy | Cullen Roche (ER)
Basis Points: There’s more to life than the Magnificent Seven with Alexander Whight | Milford (EM)
Alex Wiltschko – Giving Computers A Sense Of Smell (ILTB)
[LAST CALL] Join 470+ Investors and 100+ Companies in Las Vegas (MicroCapClub)
Can Markets Rebound from Recent Lows? (RiskReversal)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
Anti-Dividend Investing: Yield Matters—But Not How You Think! (AlphaArchitect)
This Isn’t the Performance You’re Looking For (AllAboutAlpha)
Book Review: Buffett’s Early Investments (CFA)
This week’s best investing tweet:
Relative forward PE ratios of small, mid and large caps.
Small and Mid are trading at a late 90s discount from Large. pic.twitter.com/DGhQHAXqCf
— Tobias Carlisle (@Greenbackd) March 19, 2025
This week’s best investing graphic:
Visualizing the Magnificent Seven’s Revenue Growth in 2024 (Visual Capitalist)
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