This week’s best investing news: Mohnish Pabrai’s Session with SumZero (MP) Jeremy Grantham: How to predict a stock market bubble (MI) Fundsmith 2025 Semi Annual Letter to Shareholders (FS) Jonathan Satovsky Interviews Joel Greenblatt (Satovsky) Making the Most of Market Volatility (Verdad) Ken Fisher – What Comes Next for US … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (07/04/2025)
This week’s best investing news: Warren Buffett announces $6 billion in donations (Berkshire) AQR’s Cliff Asness weighs in on machine learning, quant credit (P&I) Jim Chanos on the Nuttiness of ‘Bitcoin Treasury Companies’ (Odd Lots) Ken Fisher – The Investing Opportunities We See Outside the US (Fisher) Bill Belichick and … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (06/20/2025)
This week’s best investing news: Howard Marks Memo: More on Repealing the Laws of Economics (OakTree) The Most Important Thing: A Dialogue with Howard Marks (CFA India) Inside the Mind of Mohnish Pabrai: Global Value Plays, Berkshire, and the Future of Tech (SumZero) Why Cliff Asness Believes Markets Are Getting Dumber … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (06/13/2025)
This week’s best investing news: Hedge fund titan Bill Ackman shares the secret that got him through his lowest moments (Fortune) Cliff Asness – (So) What If You Miss the Market’s N Best Days? (AQR) How to win: Steve Cohen on markets and the Mets (MS) The Institutional Cost Mirage … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (06/06/2025)
This week’s best investing news: Einhorn on How Value Investing Has Changed (Rubenstein) Billionaire Bill Ackman’s Key to Long Term Investment Success (Forbes) Terry Smith Interview with Bentleigh Reid (BR) Ray Dalio on AI: ‘The days of people making decisions in their own heads are ending’ (Fortune) Mohnish Pabrai’s Interview … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (05/30/2025)
This week’s best investing news: Mohnish Pabrai’s Session with Ashoka Investment Club (MP) Greenlight Capital’s Einhorn Is Net Long Europe, Neutral on US (Bloomberg) Ken Griffin Trump ‘eroding’ US brand, has made the country 20% poorer (Semafor) Is South Korea the next Japan? (Verdad) Mario Gabelli: Creative Innovation: Economy, Inflation, … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (05/02/2025)
This week’s best investing news: Buffett’s ‘Woodstock for Capitalists’ Draws Admirers From Around the Globe (WSJ) Berkshire Hathaway 2025 w/ Chris Bloomstran (TIP) Mohnish Pabrai’s Interview at The Money Mindset with Sonia Shenoy (MP) Bill Nygren – The CEO interview (Oakmark) The Great European Rotation (Verdad) Howard Marks: Navigating the … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (03/28/2025)
This week’s best investing news: The Genius of Stan Druckenmiller: Lessons for Investors (MOI) Mohnish Pabrai’s Q&A session with Dakshana Scholars at Dakshana Valley (MP) GMO – Don’t Blame The Middleman (GMO) Verdad News Roundup (Verdad) Cliff Asness – Rebuffed: A Closer Look at Options-Based Strategies (AQR) Pzena Investment Management … 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
This Week’s Best Value Investing News, Podcasts, Interviews (11/29/2024)
This week’s best investing news: Howard Marks: The Key to Thriving in an Uncertain Investment Landscape (Global Money) Steve Cohen on How to Build Your Investing Career: Part One (Point 72) Jim Rogers: Market Party Will End in Crisis | Why He’s Not Shorting ‘Yet’ (The Julia La Roche Show) … Read More
This Week’s Best Value Investing News, Podcasts, Interviews (11/15/2024)
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 Value Investing News, Podcasts, Interviews (11/08/2024)
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 Value Investing News, Podcasts, Interviews (11/01/2024)
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 Value Investing News, Podcasts, Interviews (10/25/2024)
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 Value Investing News, Podcasts, Interviews (10/18/2024)
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 Value Investing News, Podcasts, Interviews (10/11/2024)
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 Value Investing News, Podcasts, Interviews (10/04/2024)
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 Value Investing News, Podcasts, Interviews (09/27/2024)
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 Value Investing News, Podcasts, Interviews (09/20/2024)
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 Value Investing News, Podcasts, Interviews (09/13/2024)
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