This week’s best investing news: Berkshire Hathaway’s 2025 Proxy Statement (BH) Fundsmith 2025 Annual Shareholders’ Meeting (Fundsmith) Buffett Hates Selling Anything. The Sale of Berkshire’s Real Estate Unit Would Be Unusual (Barron’s) Three Reasons we’re Overweight Japanese Equities (GMO) Navigating Turbulence (Verdad) Oakmark Funds: Addressing Oakmark shareholder questions (Oakmark) Fairfax … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (03/14/2025)
This week’s best investing news: Howard Marks – Unlocking Investment Wisdom (Money Maze) Ray Dalio: The U.S. government’s debt problem will lead to ‘shocking developments’ (CNBC) Bill Nygren – A Modern Approach to Value Investing (FinChat) GMO: Trade: The Most Beautiful Word In The Dictionary (GMO) The Last Lecture of … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (03/07/2025)
This week’s best investing news: Howard Marks Memo – Gimme Credit (OakTree) Bill Ackman Interview (Boyar) Cliff Asness Interview – Are Private Investments ‘Volatility Laundering’? (Barron’s) Warren Buffett: Tariffs are ‘an act of war’ (CNN) Unlocking Shareholder Value in Japanese Balance Sheets (Verdad) Mohnish Pabrai’s Guest Lecture at Microsoft on November 15, 2024 … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (02/28/2025)
This week’s best investing news: Berkshire Hathaway 2024 Annual Report (BH) Mohnish Pabrai’s session with CIBS at University of Cambridge on January 31, 2025 (MP) Berkshire Hathaway Q4 2024 Earnings (BH) JPMorgan CEO Jamie Dimon: Consumers are back, almost normal (CNBC) Mohnish Pabrai on Investing, Warren Buffett & Life Lessons … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (02/21/2025)
This week’s best investing news: David Einhorn – Virtual fireside chat and Q&A session (SKAGEN) Mohnish Pabrai’s latest thoughts on Big Tech, Turkey, Coal, and a tribute to Charlie Munger (SumZero) On Foreign Exchange (Verdad) Seth Klarman – Margin of Safety (AIM) Buffett’s Berkshire Holds On to Apple Shares, but Trims … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (02/14/2025)
This week’s best investing news: In conversation with Bill Ackman (Eri Molan) Ray Dalio Tells Us ‘How Countries Go Broke’ (Bloomberg) Winners Keep Winning w/ Billionaire Terry Smith (RWH) AI and the Mag 7 (Verdad) Pershing Square Annual Investor Presentation Slides and Portfolio Update 2025 (PS) Bill Nygren – A look … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (02/07/2025)
This week’s best investing news: Howard Marks: The Idea That the Market Is Always Right Is Crazy (The Market) How DOGE and Trump Can Solve America’s Debt Crisis: Ray Dalio Explains (All In) Jim Chanos on Tariffs, Trump, AI, DeepSeek, China, Risky Markets (Bloomberg) The Humble Investor (Verdad) Fireside with … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (01/31/2025)
This week’s best investing news: How Oaktree’s Howard Marks Spots a Market Bubble (Bloomberg) Ray Dalio | The All-In Interview (All In) Cathie Wood on DeepSeek, Nvidia, Stock Picks, China, AI (Bloomberg) Cliff Asness: Quant Investing, Market Inefficiency (Insightful Investor) Explaining International Valuations (Verdad) Ten Top Wide Moat Stocks (Validea) … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (01/17/2025)
This week’s best investing news: Warren Buffett Prepares His Middle Child for the Job of a Lifetime (WSJ) Ackman mimics Buffett with Howard Hughes property deal (AFR) Chuck Akre on Winning Big by Investing in High-Quality Businesses (MoI) The Lamentation of David Einhorn (FT) 2024 in Factors (Verdad) Cliff Asness … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (01/10/2025)
This week’s best investing news: Howard Marks Memo: On Bubble Watch (OakTree) Terry Smith – Fundsmith 2024 Annual Letter (Fundsmith) Cliff Asness – 2035: An Allocator Looks Back Over the Last 10 Years (AQR) Bill Ackman Chases 1,200% Profit on a Trump Trade (Bloomberg) Bill Nygren – Why the odds … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (01/03/2025)
This week’s best investing news: Li Lu talk: Global Value Investment and the Times (CU Beijing) Jeremy Grantham Protégé Favors ‘Deep Value’ Stock Picks for 2025 (Bloomberg) Value Investor Chris Davis on Berkshire Hathaway and Stock-Picking (Barron’s) Michael Mauboussin on Finding Wisdom in Unconventional Places (MOI) Jeremy Siegel discusses the … Read More
This Week’s Best Investing Articles, Research, Podcasts 9/6/2019
Here’s a list of this week’s best investing reads: The Eternal Pursuit of Unhappiness (Farnam Street) Debunking the Silly ‘Passive is a Bubble’ Myth (A Wealth of Common Sense) Financial Crises, Early Investment Trusts, FinTech (Jamie Catherwood) Chart o’ the Day: Where the bears are in trouble (The Reformed Broker) What The … Read More