This week’s best investing news:
Einhorn on How Value Investing Has Changed (Rubenstein)
Billionaire Bill Ackman’s Key to Long Term Investment Success (Forbes)
Terry Smith Interview with Bentleigh Reid (BR)
Ray Dalio on AI: ‘The days of people making decisions in their own heads are ending’ (Fortune)
Mohnish Pabrai’s Interview at the Investors Podcast (MP)
The Acquirer’s Multiple: Tobias Carlisle and Jake Taylor (Havenstein)
Is Private Equity Becoming a Money Trap? (Verdad)
2025 Reunion: CEO Conversation – Tom Gayner and Jennifer Mann, Coca Cola (Markel)
Cliff Asness on Buying Opportunities, Markets, Tarirffs (Bloomberg)
Navigating a Sea of Investment-Grade Credit (GMO)
Identifying winning stocks is hard. Holding winning stocks is a nightmare (YKer)
Fireside Chat with JPMorgan Chase Chairman & CEO Mr. Jamie Dimon (Reagan Foundation)
QAV with Tobias Carlisle – Huawei to Hell: Investing When the World’s Upside Down (CR)
Rob Arnott Explains Why More Spending Doesn’t Equal More Growth (Excess Returns)
Aswath Damodaran: Ratings Redux: The Moody’s US Ratings Downgrade and Aftermath (AD)
Dodge & Cox: The Case for International Equities (D&C)
On the Inevitability of Bear Markets (Ben Carlson)
Why This Stock Market Makes So Many of Us Want to Scream (WSJ)
Most Stocks Suck (Michael Batnick)
The trouble with home bias (Archie)
Innovation: Lessons from the early 1900s (Novel)
Identifying winning stocks is hard. Holding winning stocks is a nightmare (TKer)
What is the Behaviour Gap and How Can Investors Close it? (BI)
MiB: Tom Barkin, Richmond Federal Reserve President & CEO (MiB)
Pzena Investment Management: Value vs Value Light (Pzena)
This week’s best value investing news:
Ivey Business School’s Value Investing Program | Adam Waterous (Ivey)
Einhorn on How Value Investing Has Changed (Rubenstein)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Mark Higgins, CFA: Private Credit, Caution, and the Lessons of Financial History (EI)
Inside a Top Quant’s Playbook | Joe Gubler on the Hidden Drivers of Alpha (ER)
Three Aussie stocks that break the boring stereotype (Equity Mates)
In The Future China Will Be Dominant & the US Irrelevant | Kyle Chan (HF)
Cole Wilcox on The Power Law of Investing (Meb)
John Zito – Inside Apollo (ILTB)
Andrew Freedman – AI Insights, Integration, and Best Practices (Business Brew)
#231 Outliers: Harvey Firestone – Men and Rubber (KP)
This week’s Buffett Indicator:
Overvalued
This week’s best investing research:
Unlocking Cross-Asset Potential: A New Approach to Portfolio Construction (AlphaArchitect)
Tariffs, Inflation, and Returns: How Investments Respond to Supply Shocks (CFA)
Beyond the Divide: The Value Continuum (AllAboutAlpha)
This week’s best investing tweet:
Greg Abel being handed the reins as Berkshire Hathaway CEO by Warren Buffett during Warren’s lifetime was the ideal way to transition leadership. Perhaps as important to maintaining Berkshire’s culture and vast competitive advantage is who eventually replaces Ajit Jain in… pic.twitter.com/7yGHgA1wyQ
— Christopher Bloomstran (@ChrisBloomstran) May 31, 2025
This week’s best investing graphic:
Ranked: Top 25 Countries With the Highest Life Expectancy (Visual Capitalist)
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