This Week’s Best Value Investing News, Podcasts, Interviews (06/21/2024)

Johnny HopkinsValue Investing NewsLeave a Comment

This week’s best investing news: Mohnish Pabrai’s Session at The University of Nebraska (MP) Bonus Episode: Howard Marks on “In Good Company” (HM) Ronald Olson – Partnership Lessons from Buffett-Munger (Bloomberg) Buffett’s Investment Evolution (WealthTrack) The Penny Stock Anomaly (Verdad) Francis Chou – 2024 Ivey Value Investing Classes Guest Speaker … Read More

This Week’s Best Value Investing News, Podcasts, Interviews (05/03/2024)

Johnny HopkinsValue Investing NewsLeave a Comment

This week’s best investing news: David Eihorn – Greenlight Capital Letter Q1 2024 (Greenlight) François Rochon – Intelligent & Rational Long-Term Investing (TIP) The Bull Case For Commodities Is As Strong As Ever (Validea) 10 Tough Questions for Warren Buffett at Berkshire’s Annual Meeting (Barron’s) Mohnish Pabrai’s Session with MIT’s … Read More

This Week’s Best Value Investing News, Podcasts, Interviews (04/19/2024)

Johnny HopkinsValue Investing NewsLeave a Comment

This week’s best investing news: Howard Marks Memo – The Indispensability of Risk (OakTree) Ray Dalio Shares Investment, Career Insights (Columbia) The Missing Billionaires (Verdad) Mohnish Pabrai: The 2024 Uber Cannibals  (MP) Jamie Dimon Makes The Case For Secular Inflation (Felder) GMO Commentary- Valuation Metrics in Emerging Debt: 1Q24 (Yahoo) … Read More

This Week’s Best Value Investing News, Podcasts, Interviews (04/05/2024)

Johnny HopkinsValue Investing NewsLeave a Comment

This week’s best investing news: Greenlight Capital’s David Einhorn shares investment ideas at the Sohn Conference (CNBC) Cliff Asness – Cognitive Dissonance (AQR) Lessons from Danny Kahneman | Investing in Practice Rather Than Theory (Validea) Warren Buffett-backed EV maker BYD surprises with stellar first quarter sales as Tesla continues to … Read More

This Week’s Best Value Investing News, Podcasts, Interviews (03/29/2024)

Johnny HopkinsValue Investing NewsLeave a Comment

This week’s best investing news: Jeremy Grantham: Bubbles, AI, Climate Change, Population Growth (Insightful Investor) Terry Smith: ‘Most investors today are too short-term’ (Fundsmith) The Enduring Appeal of Dividend Aristocrats (Validea) Bill Nygren interview at Columbia Student Investment Management Association (CSIMA) Famously Obstinate, Bill Ackman Is Now Real-Life Famous. What … Read More

This Week’s Best Value Investing News, Podcasts, Interviews (03/22/2024)

Johnny HopkinsValue Investing NewsLeave a Comment

This week’s best investing news: Fundsmith 2024 Annual Shareholders’ Meeting  (Fundsmith) Jeremy Grantham – Sustainability Or Bust: The Sheer Impossibility Of Eternal Compound Growth (GMO) Guy Spier – Survive and Thrive – Part 1 (RWH) 2023 Private Equity Fundamentals (Verdad) A memorial for Charlie Munger (diocesela) Meet the ‘Witch of Wall … Read More

This Week’s Best Value Investing News, Podcasts, Interviews (02/03/2024)

Johnny HopkinsValue Investing NewsLeave a Comment

This week’s best investing news: Berkshire Hathaway 2023 Annual Report  (BH) Tom Gayner 2023 Annual Shareholder Letter (Markel) Breaking the Ice: Frederic Tudor’s Frozen Empire (Jamie Catherwood) Guy Spier: Minimizing Investment Risks: Ethics, Inflation, Debt, Market Trends & Geopolitics (GS) Rule, Britannia! (Verdad) Michael Mauboussin on increasing returns to scale … Read More

This Week’s Best Value Investing News, Podcasts, Interviews (09/02/2024)

Johnny HopkinsValue Investing NewsLeave a Comment

This week’s best investing news: Behind the Memo: Easy Money with Howard Marks and Edward Chancellor (pca.st) Mohnish Pabrai on ‘The Education of a Global Investor’ at FLAME University (MP) Countdown to Exchange: GMO’s Jeremy Grantham (Nasdaq) MiB: David Einhorn, Greenlight Capital (MiB) Overcoming pessimism with patience with John Rogers … Read More