Category Archive

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

This week’s best investing news: Ray Dalio – Principles For Success In Investing & Life (RWH022) When Icons Fall: FTX, Carnegie and Samuel Insull (Jamie Catherwood) Jim Chanos Interview – I’m not Sure Speculation Is Gone (The Market) Do Stocks Always Outperform Bonds? (Verdad) ‘Big Short’ Investor Michael Burry Bets … Read More

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