This week’s best investing news:
Bill Ackman strikes $2.1bn deal for insurer in bid to build ‘modern Berkshire Hathaway’ (FT)
Ray Dalio: Why Market Crises Keep Changing the Rules for Investors (Bloomberg)
Oakmark’s Bill Nygren discusses how he would grade 2025 (CNBC)
5 Key Investing Themes From Warren Buffett’s Early Letters (Morningstar)
Top Takeaways from Oaktree’s Quarterly Letters (December) (OakTree)
The Reason I’m Bearish on Tech Stocks (Morningstar)
GMO – Artificially Inflated (GMO)
Concentrate to Get Rich (or Poor) (Carlson)
The Outlier Playbook: The Patterns Behind Enduring Success (Farnam Street)
‘Bubbles Are Everywhere You Look’ (Felder)
8 lessons for investors from 2025 (TKer)
The Great Silver Breakout of 2025 (Stef)
The Supply Chain Behemoth That Puts Amazon on the Naughty List (HD)
A pernicious evil. (Havenstein)
The United States of Shame (Lowenstein)
What’s Oaktree Reading? 2025 Year-End Book Recommendations (OakTree)
MiB: Masters in Business: Samantha McLemore, Patient Capital (MiB)
December Views from First Eagle Global Value Team (FEIM)
This week’s best value investing news:
2026 Is Set to Be the Year of Value Stocks (The Market)
Polen Capital: A Multi-Dimensional Lens for Small Cap Investing (Polen)
A rotation into value stocks from growth could grow stronger in the new year (CNBC)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Be Your Best in 2026: The Most Important Lessons from The Knowledge Project (2025) (KP)
David McWilliams on The Story of Money—and Why It Matters for Markets (Meb)
Matt Peterson on His Investment Approach and Proprietary AI Research Platform (TWII)
Ricky Sandler – Investing Through Perception Shifts and Market Cycles (VIWL)
Eric Leeper: Why Compensation Structure Is Vital to M&A Success (Barron’s)
The Powerful Megatrends Driving the Economy and Markets Higher (WealthTrack)
Nothing Has a Right to Exist in Your Portfolio | What the Last 15 Years Has Taught Us (ER)
Ric Elias – The Art of Living Well – [Invest Like The Best, CLASSICS] (ILTB)
Dan Niles: The “Swiss Army Knife” Problem That Could Kill Nvidia’s Stock (RR)
BeWhere Holdings (BEW.V / BEWFF) – A Software Business Focused on The Internet of Things (MicroCapClub)
Ep 212: Sam Reynolds – Powering Returns Investing Through the Global Energy Transition (Inside Rope)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
Does regulation actually clean up bad behavior? (AlphaArchitect)
What Successful Investors Read: Book Recommendations from Professionals (CFA)
The Institutional Custody Dilemma: Balancing Centralization and Self-Custody in Digital Asset Portfolios (AllAboutAlpha)
This week’s best investing tweet:
Some predictions for 2026 in chart form:
1. The equal-weight S&P 500 outperforms the regular, market cap-weight version of the S&P 500.
This has been a bad bet since 2011, but a good bet since 1926. I’m betting on a return to the longer trend, which will see the red/black line… pic.twitter.com/JVCeRAWR4S
— Tobias Carlisle (@Greenbackd) December 19, 2025
This week’s best investing graphic:
Ranked: Top 20 Countries with the Most Internet Users (Visual Capitalist)
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:
