Category Archive

This week’s best investing news: LIVE: Charlie Munger speaks at the Daily Journal’s Annual Shareholders Meeting (CNBC) The Comeback King: For 40 Years, John Rogers Has Come Out Of Bear Markets Stronger (Forbes) Bill Ackman announces foundation funding for controversial ousted MIT and Whitehead Institute scientist (CNN) Baupost chief Seth … Read More

This week’s best investing news: Howard Marks on China, Risk, and Interest Rates (Motley Fool) A Brief History Of Post-Bubble Markets (Jamie Catherwood) Baupost chief Seth Klarman blames Federal Reserve for ‘financial fantasyland’ (FT) We Measure What We Can (Verdad) Terry Smith: one of the biggest mistakes I’ve made with … Read More

This week’s best investing news:  “Invest or Enlist”: The Liberty Bond Story (Jamie Catherwood) Charlie Munger says the U.S. should follow in China’s footsteps and ban cryptocurrencies (CNBC) Bill Ackman says Hindenburg’s Adani report ‘highly credible’ (Reuters) Terry Smith – Fundsmith Equity Fund (medirectalk) After the Darkest Hour Comes the … Read More

This week’s best investing news: Jeremy Grantham – After A Timeout, Back To The Meat Grinder! (GMO) Ray Dalio – The Farce and Consequences of the Debt Limit and the Debt (Dalio) Dot-Com Redux (Verdad) How to Get New Ideas (Paul Graham) Taking Stock – In conversation with Howard Marks … Read More

This week’s best investing news: David Einhorn – Greenlight Capital Q4 2022 Letter (GC) Regulating Crypto – Democratization and “The Bucket Shop Problem”  (Jamie Catherwood) Oaktree’s Howard Marks on Markets, Fed Rates, Inflation (Bloomberg) Inside the High-Yield Spread (Verdad) What if Tesla Is…Just a Car Company? (WSJ) Mastering the Mental … Read More

This week’s best investing news: Howard Marks On Debt Investing, Fed Rate Hikes | The World View (BQ Prime) Navigating Big Debt Crises (Verdad) Ray Dalio – A Two-Part Look at: 1. Principles for Navigating Big Debt Crises, and 2. How They Apply to What’s Happening Now (LinkedIn) Fundsmith Annual … Read More

This week’s best investing news: Howard Marks: TV Tokyo (OakTree) Investor Daniel Loeb Unleashes Criticism of Ark’s Cathie Wood (Wealth Advisor) Venture capital’s reckoning looms closer (Verdad) Bill Ackman’s Pershing Square Lifts Stake in Developer Howard Hughes (Barron’s) Mr. Market May Be In Denial Over The Shift In Interest Rates … Read More

This week’s best investing news: The Roundup: Top Takeaways From Oaktree’s Quarterly Letters – 4Q2022 (OakTree) A Sharper Signal Amid the Noise, Part II: Evidence from Europe (Verdad) Bill Ackman Says Fed’s 2% Inflation Target ‘No Longer Credible’ (Bloomberg) History, World Cups and Economics (Jamie Catherwood) Warren Buffett is beating … Read More

This week’s best investing news: Howard Marks Memo – Sea Change (OakTree) Custom Indexing and A History of Investment Vehicles (Jamie Catherwood) Lunch Auction with Bill Ackman (Bill Ackman) A Sharper Signal Amid the Noise (Verdad) Berkshire Hathaway Blowout: On Pace for Biggest Win Over S&P 500 in Fifteen Years … Read More

This week’s best investing news: EXCLUSIVE: Master Investor Howard Marks Shares His Blunt Advice On Investing (Forbes) Sudden Stops (Verdad) Interview With Value Investor Bill Nygren of Oakmark Funds (Motley Fool) 100-Bagger (Woodlock) How Warren Buffett Could Prevent a Breakup of Berkshire Hathaway After He Dies (Barron’s) Lindsell Train – … Read More

This week’s best investing news: Mohnish Pabrai’s Q&A Session with students at William & Mary College (Mohnish Pabrai) The Need to Read (Paul Graham) Howard Marks’ 10 key elements for investing (AFR) MegaThreats (Verdad) Jeremy Grantham on Investing in Green Tech (CWT) Who Says ‘You Can’t Time The Market’? (Felder) … Read More

This week’s best investing news: Howard Marks Memo: What Really Matters? (OakTree) How Intangible Assets Shape Markets (Jamie Catherwood) Buffett’s Berkshire boosts stakes in Japan’s five biggest trading houses (Reuters) Bridgewater’s Ray Dalio Sees Rough Road Ahead For Global Economy As Debt Bubble Deflates (Forbes) Why the Investing Pros Were … Read More

This week’s best investing news: Charlie Munger: CNBC Interview – Berkshire, Billionaires, & the Blockchain (CNBC) What You (Want to)* Want (Paul Graham) Berkshire Hathaway Energy Slide Presentation (BHE) Ray Dalio Sees More Pain Ahead in This Debt Cycle (Barron’s) Bill Ackman interview: What’s your outlook for 2023? (AJ Bell) … Read More

This week’s best investing news: Persistence of Margins (Verdad) Berkshire Hathaway Q3 2022 Letter (BH) Lessons from World War II (Jamie Catherwood) How bargain hunter Howard Marks is preparing to pounce (AFR) Bill Ackman’s Pershing Square Holdings Looks Invitingly Cheap (Barron’s) Ted Combs – Graham & Dodd Annual Breakfast 2022 … Read More

This week’s best investing news: The Impact of OPEC Announcements on Oil Prices (Verdad) For Diving FAANG Stocks, It’s the End of an Era (WSJ) A dead cat bounce 250 years in the making (FT) How Technology Changes Competitive Advantages (Jamie Catherwood) Ackman’s Pershing Square Jumped 10% in October (II) … Read More

This week’s best investing news: Warren Buffett Is Collecting 25% to 54% Yields on 3 Stocks: Here’s His Secret (Globe & Mail) Fair Multiples (Verdad) Billionaire investor Bill Ackman joins Elon Musk calling for a Ukraine cease-fire that includes major concessions to Russia (Fortune) A Story of Short-Selling & Revenge: … Read More

This week’s best investing news: Predicting Growth (Verdad) Oaktree’s Howard Marks in ‘fireside’ chats, new funds on horizon (AFR) Dan Loeb’s Third Point builds stake in Colgate, sees value in pet food business in potential spinoff (CNBC) Alien Truth (Paul Graham) Bill Nygren Market Commentary | Third Quarter 2022 and … Read More

This week’s best investing news: Bill Ackman: my latest view on inflation and recessions (Interactive Investor) Persistence of Growth (Verdad) Legends of Market History: Tokushichi Nomura II (Jamie Catherwood) Howard Marks – Investing Is a Serious Pursuit of Money, Not a Way to Get Rich Quick (Bloomberg Línea) Why The … Read More

This week’s best investing news: Billionaire investor Bill Ackman has the cure to tame high inflation (Yahoo) Yen: Now and Then Again (Verdad) DoubleLine’s Jeffrey Gundlach Visits Twitter Spaces for a Q&A (DoubleLine) Ducking Market Crashes The Buffett-Shiller Way (Validea) In Conversation with Ray Dalio (LSE) The Roundup: Top Takeaways … Read More