This week’s best investing news: Howard Marks – Oaktree | Investment Conference 2024 (NBIM) How to Value Berkshire Hathaway 2024 w/ Chris Bloomstran (TIP) Mohnish Pabrai’s Q&A session with students at the JNV Kottayam (MP) Bridgewater’s Bob Prince Says Fed Rate-Cutting Hopes Are ‘Off Track’ (Bridgewater) Cliff Asness – The … Read More
This Week’s Best Value Investing News, Podcasts, Interviews (04/19/2024)
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 (04/12/2024)
This week’s best investing news: Howard Marks Memo – 2023 In Review (OakTree) Ray Dalio – To Answer the Question of Why I Invest in China (Linkedin) The Overlooked Strategy of Dividend Growth Investing (Validea) Cliff Asness – Timely & Timeless Investment Wisdom (Meb Faber) Guy Spier & Monhish Pabrai: … Read More
This Week’s Best Value Investing News, Podcasts, Interviews (04/05/2024)
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)
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)
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 (03/15/2024)
This week’s best investing news: Jeremy Grantham: The Great Paradox Of The U.S. Market! (GMO) The Best Essay (Paul Graham) The DNA of a Warren Buffett Company (Morningstar) Sclerotic Small Caps? (Verdad) David Einhorn – How Passive Investing May Have Created A Bifurcated Market For Value Investors (MM) Howard Marks … Read More
This Week’s Best Value Investing News, Podcasts, Interviews (02/08/2024)
This week’s best investing news: Howard Marks Warns Governments ‘Can’t Keep Us Aloft Forever’ (Bloomberg) Ray Dalio: Are We in a Stock Market Bubble? (Linkin) A Momentum Crash Course (Verdad) Bill Nygren: Here’s why now is a really exciting time for value investors (CNBC) Jim Chanos: Capitalism Is Short Selling … Read More
This Week’s Best Value Investing News, Podcasts, Interviews (02/03/2024)
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 (23/02/2024)
This week’s best investing news: Howard Marks: This Investor Raised Billions by Making Complicated Ideas Simple (David Perell) Terry Smith: my future as manager of Fundsmith Equity Fund (AJ Bell) Japan’s Orphans (Verdad) A $150 Billion Question: What Will Warren Buffett Do With All That Cash? (WSJ) Jim Chanos on … Read More
This Week’s Best Value Investing News, Podcasts, Interviews (16/02/2024)
This week’s best investing news: MiB: David Einhorn, Greenlight Capital (MiB) Mohnish Pabrai’s Interview at Morningstar (MP) Cliff Asness – Why Not 100% Equities (AQR) Yield Is Not Return (Verdad) Bill Ackman’s War on Harvard, MIT, DEI, and Everyone Else (NYMag) Michael Burry Covers Bet Against Chips ETF, Buys Health … Read More
This Week’s Best Value Investing News, Podcasts, Interviews (09/02/2024)
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
This Week’s Best Value Investing News, Podcasts, Interviews (02/02/2024)
This week’s best investing news: Interview with Oakmark’s Bill Nygren (MF) Valuing Japan’s Reform (Verdad) OakTree – The Goldilocks Trap (OakTree) Fact or Fiction: Limitations of the 60-40, Dave Ramsey’s 8% Rule, Factor Investing, AI and More (Validea) An interview with Brian Bares (VIW) Jamie Dimon says Washington faces a global … Read More
This Week’s Best Value Investing News, Podcasts, Interviews (01/26/2024)
This week’s best investing news: Terry Smith – Is Active Management Worth Paying For? (Money Maze) Bitcoin or Gold? Oaktree’s Howard Marks Sees Little Difference (Bloomberg) What does a yield buy? (Verdad) Bridgewater’s Ray Dalio: Both Trump and Biden are ‘threatening’ for the markets (CNBC) Aswath Damodaran – Data Update … Read More
This Week’s Best Value Investing News, Podcasts, Interviews (01/19/2024)
This week’s best investing news: Ray Dalio – 2024: A Pivotal Year on the Brink (LinkedIn) Warren Buffett’s company now fully owns a truck-stop chain that was the 5th-largest private company in America (Business Insider) Why Howard Marks doesn’t believe in Goldilocks (AFR) Bill Ackman on fighting antisemitism, the 2024 … Read More
This Week’s Best Value Investing News, Podcasts, Interviews (01/12/2024)
This week’s best investing news: Howard Marks Memo – Easy Money (HM) Bill Ackman Vows Retribution (Forbes) Costly Shorts (Verdad) Oakmark’s David Herro: Going where the value is greater – International equities (Oakmark) Warren Buffett Decorates His Office Walls With Moments Of Extreme Panic In Wall Street As A Reminder ‘Anything … Read More
This Week’s Best Value Investing News, Podcasts, Interviews (01/05/2024)
This week’s best investing news: Greenlight Finishes the Year on a Losing Note (Institutional Investor) Mohnish Pabrai – 2024 Free Lunch Portfolio (MP) Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar (OakTree) Michael Maubousson: At The Money: Contrarian Investing (Big Picture) Almost Half of Warren Buffett-led … Read More
This Week’s Best Value Investing News, Podcasts, Interviews (12/29/2023)
This week’s best investing news: In Conversation with Ray Dalio (ADFinance) Mohnish Pabrai’s conversation at Schroders – The Value Perspective Podcast (MP) 100+ Great Investors Share Their Most Important Investing Lesson (Validea) Burt Malkiel Says There Are No Geniuses on Wall Street | The Businessweek Show (Bloomberg) Matrix Asset’s David … Read More
This Week’s Best Value Investing News, Podcasts, Interviews (12/22/2023)
This week’s best investing news: Climbing the Maturity Wall of Worry (Jesse Livermore) The Persistence of Value & Growth (Verdad) Mohnish Pabrai’s Big Bet On AMR Paid Off (Forbes) Pzena Investment Management: Global Banks – Where We Stand (Pzena) GMO 7-Year Asset Class Forecast: November 2023 (GMO) Guy Spier – … Read More
This Week’s Best Value Investing News, Podcasts, Interviews (12/15/2023)
This week’s best investing news: Jeff Bezos: Amazon and Blue Origin (Lex Fridman) We Make Investments For The Long Haul: Ace Investor Mohnish Pabrai | Market Masters | (CNBC TV18) Ray Dalio – My Advice for Each Stage of Life (Ray Dalio) The Dispersion Delusion (Verdad) Ariel’s John Rogers Interview … Read More