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