Category Archive

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

This week’s best investing news: Jeremy Grantham – The Future: Markets, AI & Climate Change (WealthTrack) How to Do Great Work (Paul Graham) Insurers: The Smart Debt Money (Verdad) Chris Davis – This Pro Loves Bank Stocks. He Thinks Others Should Too (Barron’s) Seek Out the Most Inefficient Pockets, Says … Read More

This week’s best investing news: David Einhorn Interview Cambridge Union (CU) The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg (OakTree) Sources of Return (Verdad) Seth Klarman on investing: Look for the most inefficient pockets in the world (CNBC) AQR Spots Major Opportunity in Emerging … Read More

This week’s best investing news: Howard Marks: Mastering The Market Cycle (TIP) Charlie Munger is skeptical of AI: ‘Old-fashioned intelligence works pretty well’ (CNBC) Cliff Asness – Quant Firm AQR Spots Deal of the Century in Emerging Markets (Bloomberg) The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – June 2023 … Read More

This week’s best investing news: Lead/Impact Webcast with John Nicola & Howard Marks (Nicola) HFA Fireside Chat with Hedge Fund Manager Joel Greenblatt (HFA) Japan’s Value Mandate for Reform (Verdad) Ray Dalio Talks About The Changing World Order (Forbes) Crypto’s Bucket Shop Problem (Jamie Catherwood) Jim Rogers – A Macro … Read More

This week’s best investing news: Howard Marks: Real Estate Luminaries Series – Steers Center at Georgetown University (OakTree) Stanley Druckenmiller on How AI is Dominating His Long Portfolio (Bloomberg) Mohnish Pabrai’s Interview at the mint-Equitymaster Investor Hour (MP) Jamie Dimon: The economy is still doing fine (CNBC) Ray Dalio: US … Read More

This week’s best investing news: Howard Marks – 2023 Value Investing Conference | Keynote Speaker (Ivey) A History of Debt Limits & Defaults (Jamie Catherwood) Charlie Munger on U.S-China tensions: Both sides are equally ‘guilty of being stupid’ (CNBC) Markel Omaha Brunch 2023 (Markel) Berkshire Owns About 25% of Occidental … Read More

This week’s best investing news: Bill Ackman’s Pershing Square unveils new stake in Alphabet (Globe & Mail) Oaktree’s Howard Marks warns of crunch time for private credit (FT) Michael Burry Loaded Up on Bank Stocks in Tumultuous Quarter (Bloomberg) DEF VIII – Fireside Chart – Prem Watsa and Stelios Morfidis … Read More

This week’s best investing news: 2023 Berkshire Hathaway Annual Meeting Full Video (CNBC) Jeremy Grantham on Rosenberg Research (GMO) Stanley Druckenmiller Sohn 2023 (Sohn) Warren Buffett’s Formula for Success: One Good Decision Every Five Years (WSJ) Aswath Damodaran – Breach of Trust: Decoding the Banking Crisis (MM) Diversification or Di-worse-ification? (Verdad) … Read More

This week’s best investing news: Howard Marks – Real Estate Luminaries 2023: “Financial Markets Distress” (Georgetown University) Ray Dalio – How to Prepare For The Changing World Order (Chris Williamson) Jim Chanos & Bethany McLean on Regulators, Enron, Earnings Adjustments, & The Golden Age of Fraud (Meb Faber) Introducing – … Read More

This week’s best investing news: Ray Dalio’s five megatrends help explain what comes next (AFR) Legendary investor Peter Lynch on stock picking (CNBC) Wise Words from Howard Marks (Novel) A Conversation with Kenneth C. Griffin Founder, CEO Citadel (Yale) Lauren Templeton – Her Path in Investing, Becoming Director of Fairfax … Read More

This week’s best investing news: Howard Marks Memo: Lessons from Silicon Valley Bank (Howard Marks) Mohnish Pabrai on Investing in Stocks that Make “No Sense” (Equitymaster) Warren Buffett’s Berkshire Sells $1.2 Billion of Yen Debt After Big Japan Bets (Bloomberg) Bill Nygren – We really like Netflix but it is … Read More

This week’s best investing news: Howard Marks – We Are Undergoing A Historic Sea Change | Interest Rates, Fed, & Inflation (TIP) Warren Buffett on raising stake in Japanese trading houses: I was ‘confounded’ by the opportunity (CNBC) Jeremy Grantham – Calling a Super Bubble: The Crisis is Bigger Than … Read More

This week’s best investing news: Bill Ackman – Pershing Square Annual Letter 2022 (PS) Tom Gayner – Wealth, Wisdom, & Happiness (TIP) Ray Dalio warns everyone is losing money as the market faces a ‘terrible imbalance’ (Yahoo) Cliff Asness – How To Beat The Market With Boring Stocks (Forbes) Jim Chanos … Read More

This week’s best investing news: Charlie Munger in Conversation with Todd Combs | Singleton Prize for CEO Excellence (MSM) Ray Dalio – What happened with Silicon Valley Bank and what it means for the economy (Ray Dalio) Jim Chanos – Jim Chanos: A Short Thesis on Data Centers (Colossus) Cliff … Read More

This week’s best investing news: Bill Ackman Full Interview – SVB Collapse; Biden vs Trump; Losing $400M on Netflix (20VC) Terry Smith: Why I never invest in bank shares (Fundsmith) Joel Greenblatt Interview – Investors Chronicle (IC) Warren Buffett in Contact With Biden Officials on Banking Crisis (Bloomberg) The Roundup: … Read More

This week’s best investing news: Jeremy Grantham’s Market Meat-Grinder (What Goes Up) Mohnish Pabrai – Founder & Managing Partner of Pabrai Investment Funds (TE Leadership Series) Ray Dalio: What I Think About the Silicon Valley Bank Situation (LinkedIn) Distinguished Speaker Series: Howard Marks (CFA) Speculative Women: A History of Female … Read More

This week’s best investing news: In conversation with Howard Marks (SJP) Terry Smith – FUNDSMITH Annual Shareholders’ Meeting February 2023 (FS) Bill Nygren – Fundamental Investing From A Generalist’s Perspective (VIWL) Tom Gayner – A Discussion with Markel’s CEO (Business Brew) Jim Chanos – The Golden Age of Fraud in Finance … Read More

This week’s best investing news: Berkshire Hathaway 2022 Annual Report  (BH) Greenlight’s David Einhorn says there are two types of buybacks (CNBC) Howard Marks – Global Investment: Are We Witnessing a Sea Change? (Asia Society) A History of Market Panics (Jamie Catherwood) Berkshire Hathaway Q4 2022 Earnings Report  (BH) Burry … Read More