While one month does not define a long-term trend, the data is too significant to ignore. It does not, however, signal a straightforward revolution. Instead, it points to a maturation of the bull market, where investors are beginning to look beyond the obvious winners for opportunity. This selective shift is … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (08/15/2025)
This week’s best investing news: Howard Marks – The Calculus of Value (OakTree) Cliff Asness – There Ain’t No Such Thing as a Free Lunch (AQR) Bloomberg Wealth: Lee Ainslie (Rubenstein) Oakmark Fund’s Bill Nygren discusses the markets and his picks (CNBC) OakTree – Still Special? (OakTree) Some Bad News and Some Good News (Carson) Structured … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (08/08/2025)
This week’s best investing news: Ray Dalio Reflects on Bridgewater’s 50-Year Anniversary (Bridgewater) Jamie Dimon’s Most Powerful Lessons Didn’t Come from Wall Street (HLL) Charley Ellis: Indexing Is a Marvelous Gift (Long View) Michael Mauboussin – Cash Holdings – Data, Theory, and Alternatives (MS) Aswath Damodaran: The Imitation Game: Defending against AI’s … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (06/27/2025)
This week’s best investing news: The Way to Win w/ Bill Nygren (RWH) How Countries Go Broke — Ray Dalio on why timing is everything (FT) AQR’s Cliff Asness Sides With Jim Chanos in Critique of Michael Saylor’s Strategy (Bloomberg) Ken Griffin on Building Citadel, AI & Independent Thinking (S&P) … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (05/23/2025)
This week’s best investing news: Exclusive: Warren Buffett will hand off Q&A to Greg Abel at next Berkshire shareholders meeting (Omaha News) Howard Marks on The Global Investor Outlook – KIA (Bloomberg) Einhorn: Gold will go higher and it’s based on confidence in fiscal and monetary policy (CNBC) Innovation and … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (05/16/2025)
This week’s best investing news: Legendary Value Investor Jeremy Grantham Warns About US Stock Market Risks (WealthTrack) Bill Ackman and Ryan Israel – UBS Berkshire Hathaway Fireside Chat (2025) (Andreu Orell Forteza) Monhish Pabrai: Meet the Man Who Made $200M+ By Copying Warren Buffett (First Million) Warren Buffett Reveals He … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (05/09/2025)
This week’s best investing news: Warren Buffett presides over the 2025 Berkshire Hathaway annual shareholder meeting (CNBC) Bill Ackman: I wouldn’t bet against Berkshire post-Buffett (CNBC) 30 Years of Oaktree with Howard Marks, Bruce Karsh, and Sheldon Stone (Oaktree) Mohnish Pabrai on Investing and Life Lessons (TIP) Got Diversification? (Verdad) … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (04/25/2025)
This week’s best investing news: Howard Marks: Navigating Crises – Creed, Preparation and Emotional Control (Decision Nerds) What Bill Ackman Sees in Hertz and Why He’s Betting Big on the Rental-Car Company (Barron’s) Howard Marks: Global Alts Miami 2025 (OakTree) Diverging Destinies in Corporate Japan (Verdad) Cathie Wood (ARK Invest) … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (04/18/2025)
This week’s best investing news: An Interview with Ray Dalio (Bloomberg) Jim Chanos on Who’s Getting Caught Swimming Naked (Odd Lots) Pabrai Wagons Fund Semi Annual Investor Call Replay March 2025 (One Foot) Michael Steinhardt – In His Own Words (MicroCapClub) A Historical Analysis of Tariffs (Verdad) Einhorn Says Tariffs … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (04/11/2025)
This week’s best investing news: Howard Marks Memo: Nobody Knows (Yet Again) (OakTree) Francois Rochon: 3 Truths Every Value Investor Should Remember (Meb) Off The Beaten Path (OakTree) Bill Nygren: The S&P 500 has corrected, now what? (Oakmark) Overweight the Mag-7? (Verdad) Ray Dalio on Trump’s tariffs: I agree with … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (04/04/2025)
This week’s best investing news: Howard Marks – Top Takeaways from Oaktree’s Quarterly Letters – March 2025 (OakTree) Joel Greenblatt defends value investing: It’s not difficult to beat the market (CNBC) Jeremy Grantham – Rising Toxicity And The Threat To Capitalism And Life Itself (GMO) The Acquirer: Hiroshi Nojima, Nojima … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (03/21/2025)
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
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