This Week’s Best Value Investing News, Podcasts, Interviews (10/20/2023)

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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 Value Investing News, Podcasts, Interviews (10/13/2023)

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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 Value Investing News, Podcasts, Interviews (10/6/2023)

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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 Value Investing News, Podcasts, Interviews (9/29/2023)

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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 Value Investing News, Podcasts, Interviews (7/21/2023)

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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 Value Investing News, Podcasts, Interviews (7/14/2023)

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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