Category Archive

This week’s best investing news: Oaktree Capital’s Howard Marks on US Growth, China Market, Evergrande (Bloomberg) Ray Dalio at GEF-Hong Kong (GEF) The Calm Before the Storm (Verdad) Are the Markets Broken? AQR’s Cliff Asness Weighs In (Bloomberg) Could Lululemon Be Buffett’s Next Buy (Validea) Einhorn’s Greenlight Slams ‘Head of … Read More

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 investing news: Howard Marks Interview (In Good Company) Conversation with Bridgewater Associates’ Founder, Ray Dalio (Milken) A Changing Yield Curve Signal (Verdad) Third Avenue’s Matt Fine: Time to invest like a young Buffett in 1999 (CityWire) 15 Lessons from 15 Years (Validea) Interview with Caroline Cai of … Read More

This week’s best investing news: Value Investing: Down But Not Out? With David Einhorn (Money Maze) Bill Ackman sells 10% stake in Pershing Square for $1.05bn (FT) Quantifying Warren Buffett (Validea) Michael Mauboussin – Stock Market Concentration (MS) Meme Stonks Revisited (Verdad) Interview with Terry Smith of Fundsmith: Valuation Is … Read More

This week’s best investing news: Mohnish Pabrai VALUEx BRK 2024 (Guy Spier) Ray Dalio’s Principles of Investing in a Changing World (WSJ) Inside the Investment Strategy of John Neff (Validea) Why Did Warren Buffett Buy Chubb? (Forbes) Where the Value Investing Strategy Still Works (Verdad) Daily Journal: The Canary in … Read More

This week’s best investing news: Terry Smith – Valuation Is Not as Important as Quality (The Market) The Gold Rally (Verdad) Stanley Druckenmiller Interview CNBC (CNBC) Quantitative Momentum Investing (Validea) Guy Spier – Outperforming The S&P 500 Index & The Dangers Of Long-Term Compounding (Guy Spier) Turning $1M Into $1B+: … Read More

This week’s best investing news: Bill Ackman – An activist investor on challenging the status quo (TED) Jim Simons, Math Genius Who Conquered Wall Street, Dies at 86 (Dealbook) Warren Buffett’s Berkshire Reveals Its Mystery Stock: Chubb (WSJ) Sizing PE Allocations (Verdad) Mohnish Pabrai’s Session at The Investor’s Podcast (MP) … Read More

This week’s best investing news: Howard Marks Memo: The Impact of Debt (OakTree) Berkshire Hathaway Annual Meeting 2024 (CNBC) Guy Spier – VALUEx Berkshire Hathaway 2024 Event: Life Lessons On Charlie Munger & Investing (GS) Berkshire Hathaway Q1 2024 Report (BH) Omaha Value Investor Conference (Gabelli) Buffett Without Munger (Jason … Read More

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 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 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 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 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 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 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 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 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 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 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 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