Category Archive

This week’s best investing news: The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian (OakTree) Bridgewater’s Ray Dalio: U.S. nearing ‘inflection point’ where our debt problem could get even worse (CNBC) Pzena investment Management Podcast: The Active Value Advantage (Pzena) David Einhorn Turns Bullish On Gold … Read More

This week’s best investing news: David Einhorn – Greenlight Q3 2023 Letter (Greenlight) Charlie Munger on Warren Buffett: He cares more about what happens to Berkshire than his own money (CNBC) John Malone Speaks with CNBC’s David Faber on “Squawk on the Street” (CNBC) How Joel Greenblatt Picks Stocks (Satovsky) … Read More

This week’s best investing news: Oaktree: Full Return World with Howard Marks (OakTree) Bruce Berkowitz – Value Investing: Lessons Learned (WealthTrack) Ray Dalio – Investigating the Hidden Blue Economy (FII Institute) A Rule of Thumb for Terminal Multiples (Verdad) Rich Pzena: Embracing the loneliness mindset (Inside Adviser) The Most Exciting Market? Japan … Read More

This week’s best investing news: Charles Munger Interview (Acquired) Robin Hood NYC 2023 Fireside Chat Stan Druckenmiller and Paul Tudor Jones (Heller House) ‘Awfully easy money’: Charlie Munger praises Warren Buffett’s big bets on Japan (CNN) Todd Combs on Berkshire, Shorting, and Strategy (FC) Chris Davis – What I’ve Learned … Read More

This week’s best investing news: Ray Dalio – Economic Empires: Past, Present & Future | Endgame (GW) Mohnish Pabrai’s Q&A session at the Harvard Business School (MP) Michael Mauboussin – Total Shareholder Return (MS) Tom Gayner – Planting Long-Term Investment Seeds (RussellReynolds) Shorting Socialism (Verdad) Bill Ackman Says He Covered His … Read More

This week’s best investing news: Ray Dalio – Risk, Return, and Asset Allocation (Value Investing with Legends) Superlinear Returns (Paul Graham) Warren Buffett Revealed To Be Quietly Making Bank From Bitcoin And Crypto Amid Price Swings (Forbes) Navigating the Magnificent Seven’s Fundamentals (Validea) Longtime stock-market bear Jeremy Grantham is probably … Read More

This week’s best investing news: Howard Marks Memo: Further Thoughts on Sea Change (OakTree) GMO’s Jeremy Grantham on Merryn Talks Money (MTM) PIPE-Works and PIPE-Dreams (Part II) (Verdad) Oaktree’s Howard Mark on Bloomberg Wealth with David Rubenstein (Bloomberg) Burry Predicts Market Crashes—With Mixed Results (Validea) Interview with Berkshire’s Todd Combs: … Read More

This week’s best investing news: Jeremy Grantham presentation to LiveWire Markets (LiveWire) PIPE-Works and PIPE-Dreams (Part I) (Verdad) Terry Smith – medirectalk 12 July 2023 (MedirectMalta) The Long Game: Why Patience and Perspective Matter in Investing (Validea) Aswath Damodaran – Market Bipolarity: Exuberance versus Exhaustion! (AD) In Conversation with Cathie … Read More

This week’s best investing news: Jeremy Grantham Talks Bubbles (thereformedbroker.com) Asset Class CAPM (Verdad) Bill Ackman lays out a series of reasons why he’s betting rates keep rising (CNBC) Long-Term Crummy Models (Rudy Havenstein) A Conversation with Jamie Dimon (DEC) Warren Buffett Q&A Transcript || 1994 at UNC (Kingswell) Adapting … Read More

This week’s best investing news: Jim Chanos Talks Short Bets, China Risks and “Dumb Money” (Bloomberg) All-In Summit: Ray Dalio on the rise and fall of nations and the changing world order (All-In) Understanding Bank Stocks (Verdad) Steven Romick – Portfolio Lessons: Navigating Market Cycles (WealthTrack) Jeremy Grantham Says This … Read More

This week’s best investing news: Howard Marks Memo: Fewer Losers, or More Winners? (Howard Marks) Bill Ackman On Activist Investing, The Economy, And Learning From Mistakes (Julia La Roche) Grantham warns on global property, AI hype (AFR) An Update on the Stock-Bond Correlation (Verdad) Aswath Damodaran: A Business Upended – … Read More

This week’s best investing news: Jeremy Grantham says he predicted the Dotcom Bubble too early (David Rubenstein) No other investor has a life story quite as unbelievable as Li Lu (FT) More Bang for Your Buck (Verdad) Warren Buffett, who turns 93, is at the top of his game as … Read More

This week’s best investing news: Steven Romick – Mastering Market Volatility (WealthTrack) Put Down the Dividends and Slowly Back Away (Validea) Warren Buffett, who turns 93, is at the top of his game as he pushes Berkshire Hathaway to new heights (CNBC) Aswath Damodaran – Toys for Billionaires: Sports Franchises as … Read More

This week’s best investing news: Bill Ackman – Pershing Square Annual Letter (PS) The Opportunity in Emerging Markets with AQR’s Dan Villalon (Validea) Warren Buffett’s Berkshire Hathaway owns $1 trillion of assets – more than Microsoft, Alphabet and Meta (MI) Ray Dalio says China needs to restructure its debt (Fortune) … Read More

This week’s best investing news: Seth Klarman on What Makes a Value Investor (Institutional Investor) Mohnish Pabrai on Cloning & Compounding (Meb Faber) Bridgewater – What Ever Happened to the Liquidity Hole? (Bridgewater) Buffett’s 44% CAGR and Various Types of High Quality Investments (Base Hit) Navigating Fear: Lessons from Great … Read More

This week’s best investing news: What Ray Dalio got wrong (and what happens next) (AFR) The Top 5 (Verdad) Carl Icahn promises a ‘reset’ as his company’s shares plunge as much as 37% (Fortune) The Truth About Market Forecasts (And Dollar Cost Averaging) (Validea) Pzena Investment Management 2023 Mid Year … Read More

This week’s best investing news: Ray Dalio – What’s Happening with the Economy? The Great Wealth Transfer (LinkedIn) Japan in Demand (Sort Of) (Verdad) Warren Buffett says he’s not worried about Fitch’s U.S. downgrade (CNBC) What Kobe Bryant’s Mantra of “Never Get Bored with The Basics” Can Teach Investors (Validea) … Read More

This week’s best investing news: David Einhorn – Value Investing: Down But Not Out? (Money Maze) Mohnish Pabrai – Founder & Managing Partner of Pabrai Investment Funds (IFA Global) An interview with Jamie Dimon, CEO at JP Morgan (IESE Business School) End of an Era? (Verdad) Tom Gayner, how are … Read More

This week’s best investing news:  Seth Klarman – Timeless Value Investing (Capital Allocators) Mario Gabelli Shares Insights on the Shifting Landscape of Value Investing (Columbia) Aswath Damodaran – A Mid-year Assessment for 2023! (AD) Q&A on Private Equity Operational Improvements (Verdad) Trouble Ahead For Investors’ Favorite Asset Class?: A Real … Read More

This week’s best investing news: Howard Marks Memo – Taking The Temperature (OakTree) Seth Klarman Interview – Grant’s Current Yield Podcast (Grant’s) Using History to Identify Inflection Points (Jamie Catherwood) How Berkshire Hathaway’s Utility Business Became a $90 Billion Win for Warren Buffett (Barron’s) Private Equity Operational Improvements (Verdad) Thomas … Read More