This week’s best investing news:
Legendary Value Investor Jeremy Grantham Warns About US Stock Market Risks (WealthTrack)
Bill Ackman and Ryan Israel – UBS Berkshire Hathaway Fireside Chat (2025) (Andreu Orell Forteza)
Monhish Pabrai: Meet the Man Who Made $200M+ By Copying Warren Buffett (First Million)
Warren Buffett Reveals He Stepped Down After Finally Feeling His Age (WSJ)
From Theory to Practice: Capital Allocation in Japan (Verdad)
Cliff Asness: Can technology outrun ‘stupider and stupider’ government? (Nick Gillespie)
Navigating Turbulence: A Conversation with Chris Davis & Bill Miller (Davis)
The Death of Risk (Ben Hunt)
Three Faces of American Capitalism: Buffett, Musk, and Trump (New Yorker)
Chris Bloomstran Speaks to University of Missouri Finance Students (Andy Kern)
The Silent Compounding Cost of a 1% Fee (HumbleDollar)
What Does It Mean To Be The GOAT? (Felder)
3 ½ days in Omaha (Stephen Clapham)
Stock market targets get revised up weeks after getting cut (TKer)
The dumbest idea in the entire history of finance is back! (Havenstein)
A conversation with Mark Zuckerberg (Stripe)
Key S&P 500 Model Turns Bearish for First Time in Two Years (Bloomberg)
Cliff Asness – Buffer Madness (AQR)
Six Reasons We Uncorrected (Josh Brown)
MiB: Karin Risi, Vanguard’s Chief of Strategy & Product (MiB)
A Market Puke and Rally (Ben Carlson)
Third Point Q1 2025 Investor Letter and Portfolio Update (TP)
This week’s best value investing news:
How can I invest in the ‘value’ bounce back? (Fidelity)
Andrew Ang: Value Investing and Portfolio Strategies (Enterprising Investor)
Value investing is poised to rise from the dead (Reuters)
Is it time to invest in value stocks? (The Times)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Legendary Value Investor Jeremy Grantham Warns About US Stock Market Risks (WealthTrack)
#228 Elad Gil: How to Spot a Billion-Dollar Startup Before the Rest of the World (KP)
#47 The Relentless Improver (Stephen Clapham)
Two baby Berkshires, Bryce’s $500-to-$5k continues & US-China trade update (Equity Mates)
What Investors Get Wrong About Trade Wars (Excess Returns)
Dangerous Dependency: Apple & the Rise of China (Hidden Forces)
Royce Yudkoff & Rick Ruback – Entrepreneurship Through Acquisition (ILTB)
Investing with GUTS: An Evidence Based Approach to MicroCaps (MicroCapClub)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
How Much Could the Trade War Affect American Corporate Profits? (AllAboutAlpha)
The Virtue of Complexity in Return Prediction (AlphaArchitect)
Evaluating trading strategies – Harder than you think (DSGMV)
Private Equity at a Crossroads: A Conversation with Ludovic Phalippou (CFA)
This week’s best investing tweet:
Growth (blue) versus Value (red).
The indexes are imperfectly constructed. pic.twitter.com/AwBv2CGWKB
— Tobias Carlisle (@Greenbackd) May 15, 2025
This week’s best investing graphic:
Mapped: Billion Dollar Companies by Country in 2025 (VisualCapitalist)
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