This week’s best investing news:
Buffett’s ‘Woodstock for Capitalists’ Draws Admirers From Around the Globe (WSJ)
Berkshire Hathaway 2025 w/ Chris Bloomstran (TIP)
Mohnish Pabrai’s Interview at The Money Mindset with Sonia Shenoy (MP)
Bill Nygren – The CEO interview (Oakmark)
The Great European Rotation (Verdad)
Howard Marks: Navigating the Investment World with Wisdom and Values (SOF)
View From The Top with Ken Griffin, Founder and CEO of Citadel (Standford)
Cliff Asness: Antti Is (Still) Trying to Understand Return Expectations (AQR)
Bridgewater’s Dalio: Too Late to Fix Trade-War Fallout. World Order Risks Breakdown (Barron’s)
Cliff Sosin: Investor Details Carvana’s Wild Ride From -99% To Market Leader (ILTB)
Ken Fisher Shares What You Need to Know About Energy Deregulation, Oil Markets (Fisher)
Guy Spier – The Irrecoverable Error: Risk, Ruin, and the Rules of Wealth (Excess Returns)
Valuation Metrics in Emerging Debt: 1Q25 (GMO)
The Mistake You’re Making in Today’s Stock Market—Without Even Knowing It (Jason Zweig)
MiB: Jeffrey Becker, Jennison Associates Chair/CEO (MiB)
Market forecasters face a ‘garbage in, garbage out’ problem (TKer)
Are You Bullish or Bearish? (Ben Carlson)
How can we mere mortals figure out stocks, when the “experts” are confused? (HumbleDollar)
The financialization of everything (Havenstein)
‘A Geopolitical And Economic Paradigm Shift’ (Felder)
“The Importance Of Focus” (TSOH)
Pzena Investment Management: Tariffs through the lens of our risk framework (Pzena)
First Eagle Investments Q1 2025 Market Overview (FEIM)
Rising Uncertainty Leads to Greater Long-Term Opportunity (Miller)
Weitz Large Cap Equity Fund Q1 2025 Commentary (Weitz)
Jensen Investment Management: Volatility Is Back, What Now? (Jensen)
This week’s best value investing news:
Pzena Investment Management: Q1 2025 Global Value Update (Pzena)
Alice Schroeder Q&A Transcript || Value Investing Conference (2008) (Kingswell)
What to learn from Buffett’s Early Investments, Brett Gardner? (Good Investing Talks)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
The Secret to Compounding (MicroCapClub)
10 Time-Tested Investment Principles for Volatile Times (Barron’s)
Carl Kawaja – Navigating the Investment Landscape: AI, Tariffs, Sports Gambling & More (Meb)
Bill Chen Returns v2vFINAL (BusinessBrew)
The Market’s Best-Kept Secret | Travis Prentice on Momentum’s Surprising Edge (Excess Returns)
Rodrigo Bitar – Overlooked Opportunities in Latin America (EP.442) (Capital Allocators)
The Past and Future of AI (with Dwarkesh Patel) (EconTalk)
Eric Hanno, CFA: Unlocking Opportunities in a Volatile Market (EI)
#226 Garry Tan: Billion-Dollar Misfits — Inside Y Combinator’s Startup Formula (KP)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
How Tiny Price Differences Help Track Small Investors’ Trades (AlphaArchitect)
When the Equity Premium Fades, Alpha Shines (CFA)
Real Assets & Resilient Portfolios (AllAboutAlpha)
This week’s best investing tweet:
Astonishing that no recession was declared in ’22/’23. https://t.co/8St9h569dv
— Tobias Carlisle (@Greenbackd) April 24, 2025
This week’s best investing graphic:
America’s Most Valuable Company in Each Year (1995-2025) (Visual Capitalist)
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