Category Archive

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

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