This week’s best investing news:
Howard Marks Memo: Cockroaches in the Coal Mine (OakTree)
Berkshire Hathaway Q3 2025 earnings summary (BH)
Berkshire Hathaway Q3 2025 earnings report (BH)
Chris Bloomstran‘s discussion of Berkshire Hathaway’s Q3 2025 earnings (CB)
Jeffrey Gundlach & David Rosenberg on the Macro Outlook, Bonds and Inflation (DoubleLine)
John Malone On The Warner Discovery Sale and Media’s Future | A Charlie Rose Global Conversation (Rose)
50 Years of the Bridgewater Daily Observations (Bridgewater)
As Nvidia Crosses $5 Trillion, 5 Charts on the Unstoppable Tech Rally (Morningstar)
What happened after the last time the S&P 500’s forward P/E was this high (TKer)
Scale & Discipline In The AI Era (Morris)
The inflation number is not good. (Havenstein)
What If You Only Owned The Magnificent 7? (SC)
Building Monuments To The Greatness Of Big Tech (Felder)
Ron Shaich: Lessons from Building Panera (Farnam)
The Melt-Up (Carlson)
Should You Just Buy Stocks Until You Die? (WSJ)
Growth Stocks Can Be Great, But They Aren’t the Only Road to Riches (Morningstar)
Every Year Has Bad News and Volatility (Carson)
Big Tech’s rising AI investments show market bubble ‘still has a good ways to go’ (Yahoo)
A Golden Year (2025): Gold’s Price Surge – The Signal in the Noise! (Aswath)
MiB: Jon Hilsenrath, Serpa Pinto Advisory on the Fed (MiB)
5 Lessons for Investors from the Global Market Portfolio (Morningstar)
Index Dashboard: S&P 500® Factor Indices October 2025 ( S&P)
Polen Capital Large Company Growth webinar (Polen)
Tweedy Browne Q3 2025 Letter (TB)
First Eagle Investments Q3 2025 Market Review (FEIM)
Third Point Q3 2025 Investor Letter (TP)
Mairs & Power Growth Fund Q3 2025 Commentary (MP)
This week’s best value investing news:
Value investors pivot to global markets amid America’s AI euphoria (Investment Mag)
4 reasons value investing works better in emerging markets (LWM)
This stock pick of my Ivey value investing students would make Warren Buffett proud (GM)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Howard Marks – Cockroaches in the Coal Mine (OakTree)
Steve Wozniak: The Engineer Who Built Apple [Outliers] (Parrish)
The Most Extreme Speculation in 40 Years | Richard Bernstein on What It Means for Markets (ER)
Sam Altman on Trust, Persuasion, and the Future of Intelligence – Live at the Progress Conference (CWT)
All roads lead to Google, Mr. Beat-Up reviews WiseTech & Pimp my Portfolio with Luke Laretive (EM)
Financial Archaeology: Deep Research and Uncommon Insights with Gwen Hofmeyr (PMC)
Kathryn Kaminski – Don’t Fire Your Diversifier | #604 (Meb)
#2404 – Elon Musk (Rogan)
Beth Pinsker: Lessons From ‘My Mother’s Money’ (LV)
Master and Apprentice (Cassel)
The Ability to Suffer – Part 2 – Ep 268 (Vitaliy)
Dave Thornton – Unlocking Venture Access Through Stock Options at Vested (EP.469) (CA)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
Do Mutual Fund Flows Really Say What We Think They Say? (AlphaArchitect)
China Inc. Returns: What’s Driving HKEX’s Boom (CFA)
From Sales to Solutions: How GPs Can Partner Better with LPs in a Dynamic World (AllAboutAlpha)
This week’s best investing tweet:
“I said, ‘The S&P 500’s earnings per share are down since December 2021.'” https://t.co/unxFNhUOu5 pic.twitter.com/zVkskRICik
— Tobias Carlisle (@Greenbackd) November 6, 2025
This week’s best investing graphic:
Ranked: The World’s Wealthiest Nations in 2025 (VC)
For all the latest news and podcasts, join our free newsletter here.
Don’t forget to check out our FREE Large Cap 1000 – Stock Screener, here at The Acquirer’s Multiple:
