This week’s best investing news:
Hedge fund titan Bill Ackman shares the secret that got him through his lowest moments (Fortune)
Cliff Asness – (So) What If You Miss the Market’s N Best Days? (AQR)
How to win: Steve Cohen on markets and the Mets (MS)
The Institutional Cost Mirage (Verdad)
Mohnish Pabrai’s Sessions at UNO on May 2, 2025 and Columbia Business School (MP)
Ray Dalio – How Countries Go Broke: The Big Cycle In a 5-Minute Read (LinkedIn)
The Motley Fool Interviews Howard Marks (MF)
Jim Chanos on Bull Market, Tesla, Carvana and Michael Saylor (Bloomberg)
David Dredge: The models are wrong (Havenstein)
Ken Griffin Slams Trump’s Tax Bill, Tariffs And The $36 Trillion Debt Crisis (Forbes)
This year’s historic stock market swing brings attention to an unsettling trend (TKer)
John Huber on the Magnificent 7, $COST, $GOOG, China, Small Caps and Small Banks (AP)
Gundlach on Treasuries, Gold, Fed, AI, Private Credit, Trump (Bloomberg)
Very Bad Advice (CF)
Paul Tudor Jones: AI poses an imminent threat to humanity in our lifetime (CNBC
‘What Does Regime Change Look Like?’ (Felder)
The Gift and The Curse of Staying Private with Bill Gurley (ILTB)
Tesla Short Seller Jim Chanos Reveals New Short Positions (Forbes)
The Future Ain’t What It Used to Be for These Funds (Jason Zweig)
Pandemic Babies & a Bull Market in Risk (Ben Carlson)
Bryon Lake, Goldman Sachs Asset Management’s Chief Transformation Officer (MiB)
Why investors lack a theory of everything (Economist)
Sophisticated investors and market efficiency (DSGMV)
Weitz 2025 Annual Shareholder Meeting (Weitz)
June Views from First Eagle Global Value Team (FEIM)
This week’s best value investing news:
MASTERCLASS on Value Investing with Prof. Sanjay Bakshi (India Opportunity)
Ivey Business School’s Value Investing Program | Adam Waterous (Ivey)
International Value Stocks Present Opportunity, Dividends Best Avoided: Meb Faber (Contrarian)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Finding Great GARP Stocks with David Giroux (Excess Returns)
Bill Gurley – The Gift and The Curse of Staying Private (ILTB)
Kim Flynn – Unlocking Alternative Investments (Meb)
The Value Perspective with Herb Greenberg (VP)
Constructing a Software Investing Thesis in the Age of AI with Ben Brostoff (PlanetMC)
#232 Reed Hastings: The Netflix Playbook for Culture, Judgment, and Scale (KP)
Paul Ashworth: ‘Forecasting Is Difficult at the Best of Times, and This Is not the Best of Times’ (LV)
This week’s Buffett Indicator:
Overvalued
This week’s best investing research:
Concentrated Stock Risk, Tax Drag, and a Smarter Path Forward (AA)
The Evolution of Private Credit (AllAboutAlpha)
Search Funds: A Strategic Investment in Underserved Markets (CFA)
This week’s best investing tweet:
’25 analyst earnings expectations are decelerating quickly. pic.twitter.com/PQzdNw1NM4
— Bob Elliott (@BobEUnlimited) June 12, 2025
This week’s best investing graphic:
Mapped: U.S. Federal Tax Revenue Per Person, by State (Visual Capitalist)
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