This week’s best investing news:
Warren Buffett presides over the 2025 Berkshire Hathaway annual shareholder meeting (CNBC)
Bill Ackman: I wouldn’t bet against Berkshire post-Buffett (CNBC)
30 Years of Oaktree with Howard Marks, Bruce Karsh, and Sheldon Stone (Oaktree)
Mohnish Pabrai on Investing and Life Lessons (TIP)
Got Diversification? (Verdad)
How Greg Abel may run Berkshire Hathaway differently than Warren Buffett (Fortune)
Warren Buffett on Time Horizons (Ben Carlson)
Berkshire Hathaway News Release (BH)
Read the WSJ’s Early Coverage of Warren Buffett (WSJ)
Lessons from the 2025 Berkshire Meeting (Novel)
2025 Markel Group Omaha Brunch (Markel)
Berkshire Hathaway Panel – 16th Annual Gabelli Omaha Value Investor Conference (Gabelli)
Be Like You (Big Picture)
A Conversation with Citadel CEO Ken Griffin | Global Conference 2025 (Milken)
VALUExBRK 2025 (Guy Spier)
The Greed & Fear Tango: The Markets in April 2025! (Aswath Damodaran)
Berkshire Hathaway Q1 2025 Earnings Report (BH)
How Warren Buffett Changed the Way Investors Think of Investing (NYTimes)
Why There Will Never Be Another Warren Buffett (Jason Zweig)
10 Questions for Berkshire Hathaway’s 2025 Annual Meeting (Morningstar)
Peter Atwater On The Great Confidence Divide (Felder)
Two Enduring Legacies, One Oracle’s Exit, and “Buffett’s Alpha” (CFA Institute)
End of an era: Warren Buffett will ask Berkshire board to replace him as CEO with Greg Abel (CNBC)
MiB: Sander Gerber, CEO and CIO Hudson Bay Capital (MiB)
Fear is Easy, Patience is Hard (Stef)
What Higher Inflation Means for Stock/Bond Correlations (Morningstar)
Horizon Kinetics – Q1 2025 Commentary (HK)
This week’s best value investing news:
How Warren Buffett Changed the Way Investors Think of Investing (NY Times)
5 lessons everyday investors can take from Warren Buffett’s legendary career (BusinessInsider)
Will value investing survive Buffett’s bow-out? (Mint)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
30 Years of Oaktree (Howard Marks)
#227 Outliers: Rose Blumkin — Women of Berkshire Hathaway (Knowledge Project)
Daniel Rasmussen: ‘Be Very Wary of Illiquid Asset Classes’ (LongView)
Mag Seven Margin Crunch (ExcessReturns)
Susan Byrne Shares Her 50+ Years of Experience in Volatile Markets (WealthTrack)
David Senra – The Focused Few (ILTB)
Warren Buffet’s Massive Cash Pile, Retirement & What It Signals For Investors (RiskReversal)
Jack Clark on AI’s Uneven Impact (CWT)
The Economics of Tariffs and Trade (with Doug Irwin) (EconTalk)
US market to hit all-time highs in 2026 – Tony Crescenzi | PIMCO (Equity Mates)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
Cut Through the Noise! These Two Factors Tend to Drive Portfolio Success (AlphaArchitect)
Is Gold the New Zero Yield Perpetual Bond? (PAL)
Understanding Search Funds (AllAboutAlpha)
This week’s best investing tweet:
Buffett: “you can learn a lot from a balance sheet if you know what to look for — what the figures say, what they don’t say, what management wishes they could say, and what the auditors wouldn’t let them say” https://t.co/QRqXG9AyfH
— The Transcript (@TheTranscript_) May 3, 2025
This week’s best investing graphic:
Ranked: The Most Visited Websites in the World (Visual Capitalist)
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