Category Archive

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

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 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 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 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 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 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 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 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 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

This week’s best investing news: Poor Charlie’s Almanack – FREE ONLINE – Stripe Press (Stripe) Remembering Charlie Munger | Market Masters With Mohnish Pabrai (CNBC TV18) Activist Investor Bill Ackman on The David Rubenstein Show (David Rubenstein) The Enduring Legacy of Charlie Munger with Lawrence Cunningham (Excess Returns) Li Lu: … Read More

This week’s best investing news:  Howard Marks Talks Legacy of Charlie Munger | Bloomberg Talks (Bloomberg) Charlie Munger, investing genius and Warren Buffett’s right-hand man, dies at age 99 (CNBC) Mario Gabelli, Gamco Investors chairman, remembers legendary investor Charlie Munger (CNBC) Charlie Munger’s Life Was About Way More Than Money … Read More

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