Category Archive

This week’s best investing news: Warren Buffett’s Apple share sales and cash pile spark intrigue over motives (FT) Mohnish Pabrai on The Dhandho Investor: The Low-Risk Value Method to High Returns (MOI) David Einhorn – We have increased our bets on inflation (CNBC) Why The Long Face, Uncle Warren? (Felder) … Read More

This week’s best investing news: Berkshire Hathaway Q3 2024 Report (BH) Berkshire Hathaway Q3 2024 Earnings News Release (BH) Bloated Balance Sheets in Japan (Verdad) Billionaire Investor Howard Marks on Ownership vs. Debt (Barron’s) Stan Druckenmiller Interview (Norges) Could the Election Spark a Small-Cap Value Rally? (Validea) Aswath Damodaran – … Read More

This week’s best investing news: Secrets of Legendary Investor Howard Marks (3 Takeaways) Jeremy Grantham – How to Spot a Market Bubble (Morningstar) Industry Is Not Destiny (Verdad) Joel Greenblatt: Legendary Investor & Author on Patience in the Investing Business (Money Maze) Finding Picassos: How Great Microcaps Become MultiBaggers (Validea) … Read More

This week’s best investing news: Howard Marks – Ruminating on Asset Allocation (OakTree) David Einhorn Expects Inflation to Reaccelerate (Bloomberg) The Small Cap Amplifier (Verdad) Mohnish Pabrai’s Podcast with Kevin (Age 10) and Justin (Age 6) (MP) The Importance of Expectations in Investing (Validea) Guy Spier – If I Was Starting … Read More

This week’s best investing news: Stan Druckenmiller on Fed Policy, Election, Bonds, Nvidia (Bloomberg) Bill Nygren: Q3 2024 Commentary (Oakmark) Buybacks for US, Dividends for EU (Verdad) Larry Swedroe: An Evidence-Based Look at the Struggles of Value Investing (Excess Returns) Building a Quantitative Strategy Based on Warren Buffett’s Approach (Validea) … Read More

This week’s best investing news: Jeremy Grantham: The Bigger the New Idea, the More the Market Becomes Overpriced (Morningstar) Howard Marks: The key to superior investing: Insight, Not Formulas (Global Money Talk) Human Error Is Predictable (Verdad) Pzena Investment Management Podcast: Why Invest Outside the US (Pzena) Jamie Dimon on … Read More

This week’s best investing news: Terry Smith – Risk VS Reward (TFPL) Practical Lessons from Chris Davis (Excess Returns) Rate Cuts: Bonds Back in Play? (Verdad) Whitney Tilson on lessons learned from knowing Warren Buffett, Charlie Munger & Bill Ackman (WealthTrack) Aswath Damodaran – Mag 7 companies have shown weak … Read More

This week’s best investing news: Top Takeaways from Oaktree’s Quarterly Letters – September 2024 Edition (OakTree) AQR’s Cliff Asness on Stocks Value Gap, Nvidia, ‘Inefficient’ Markets (Bloomberg) Guy Spier – Outperforming The S&P500, Building Wealth & Managing Risk (Guy Spier) The Great Rotation (Part 2) (Verdad) Calgary Herald interview with … Read More

This week’s best investing news: Howard Marks Memo – Shall We Repeal The Laws of Economics? (OakTree) Mohnish Pabrai’s keynote address at TiECON Southwest (MP) Terry Smith – Fundsmith – Dubai Eye Business Breakfast interview (DE) Forecastability and Portfolio Optimization (Verdad) GMO Commentary: The What-Why-When-How Guide to Owning Emerging Debt … Read More

This week’s best investing news: Howard Marks: How to Think About Risk (OakTree) Ray Dalio – Great Powers Index 2024: The Most Important Facts and Charts (LinkIn) Diversifying Equity Portfolios (Verdad) Whitney Tilson on lessons learned from knowing Warren Buffett, Charlie Munger & Bill Ackman (WealthTrack) Guy Spier – Becoming … Read More

This week’s best investing news: Five David Einhorn Holdings That Pass the Fundamental Tests of Great Investors (Validea) Bill Ackman Says X Ban Will Make Brazil an ‘Uninvestable Market’ (Bloomberg) Value Investing in a Changing World with Aswath Damodaran (VGI) Royce – What Do Earnings, a Broadening Market, and a … Read More

This week’s best investing news: Howard Marks Memo: Mr. Market Miscalculates (OakTree) Guy Spier – On his investment and life philosophies (VAH) Ray Dalio Creating An AI Version of Himself (X) Four Warren Buffett Holdings That Also Pass His Quantitative Tests (Validea) Cliff Asness – Volatility Laundering in PE, Diversification, … Read More

This week’s best investing news: David Einhorn – Greenlight Capital Q2 2024 Letter (Greenlight) Activism at Scale in Japan (Verdad) Oakmark – International equities: Avoiding value traps (Oakmark) Guy Spier Track Record | Investing Risk | VALUEx (TIP) Five Fundamentally Sound Dividend Aristocrats (Validea) Howard Marks Memo – Mr. Market Miscalculates … Read More

This week’s best investing news: Navigating the Sea Change with Howard Marks (Oaktree Conference 2024) Mohnish Pabrai’s Session with YPO Delhi (MP) Bill Nygren – Where to find value in the market (CNBC) Berkshire Hathaway’s Parabolically-Growing Cash Pile (Felder) On the Brink? (Verdad) Guy Spier – “Most Investors Make This … Read More

This week’s best investing news: Jeremy Grantham – A History of Stock Market Bubbles (TIP) Howard Marks: Yicai (2024) (OakTree) Berkshire Hathaway Q2 2024 Report (BH) Bill Ackman’s Pershing Square sees 2024 gains nearly wiped out after July loss (Fortune) Why Warren Buffett’s Berkshire Dumped 55.8% Of Its Apple Stock … Read More

This week’s best investing news: Ray Dalio & Deepak Chopra on Life and Death (RD) Mohnish Pabrai’s Session with CFA Society, United Kingdom (MP) Warren Buffett’s Berkshire Hathaway sells Bank of America for a ninth straight day (CNBC) GMO – Concentrate!: Is it like 2000 again? (GMO) Terry Smith – Our … Read More

This week’s best investing news: Howard Marks – Getting The Odds On Your Side (3 Takeaways) The Rise of Alternatives (Verdad) Pzena Investment Management Q2 2024 Commentary: US Dominance and Global Market Trends (Pzena) Oakmark’s Bill Nygren on Alphabet’s Q2 earnings (CNBC) Aswath Damodaran – Country Risk: The 2024 Update (AD) … Read More

This week’s best investing news: Memo from Howard Marks: The Folly of Certainty (Oaktree) Todd Combs on Charlie Munger’s Legacy || Q&A Transcript (2024) (Kingswell) Neglecting Equilibrium (Verdad) Mohnish Pabrai’s Session with Rotary Bangalore DownTown (MP) The Magnificent 7: Which Stocks Are The Most Fundamentally Sound? (Validea) Cliff Asness – … Read More

This week’s best investing news: Oaktree’s Howard Marks Weighs In on Market Risks, PE and Credit (Bloomberg) Bill Nygren Q2 2024 Commentary: What goes up… keeps going up. But we aren’t buying it  (Oakmark) Bill Ackman Is Behind the Market. Now He’s Launching the Biggest Closed-End Fund Ever (Barron’s) Fundsmith … Read More

This week’s best investing news: Warren Buffett has finally revealed what will happen to his money after he dies (CNN) Hedge Fund Baupost Cuts Almost a Fifth of Investing Staff (Bloomberg) Mohnish Pabrai: Who Made Billions By Following Warren Buffett’s Strategy (MSN) Show Us Your Portfolio: Eric Crittenden (Validea) Ray … Read More