This Week’s Best Value Investing News, Podcasts, Interviews (05/03/2024)

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This week’s best investing news: David Eihorn – Greenlight Capital Letter Q1 2024 (Greenlight) François Rochon – Intelligent & Rational Long-Term Investing (TIP) The Bull Case For Commodities Is As Strong As Ever (Validea) 10 Tough Questions for Warren Buffett at Berkshire’s Annual Meeting (Barron’s) Mohnish Pabrai’s Session with MIT’s … Read More

This Week’s Best Value Investing News, Podcasts, Interviews (02/03/2024)

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This week’s best investing news: Berkshire Hathaway 2023 Annual Report  (BH) Tom Gayner 2023 Annual Shareholder Letter (Markel) Breaking the Ice: Frederic Tudor’s Frozen Empire (Jamie Catherwood) Guy Spier: Minimizing Investment Risks: Ethics, Inflation, Debt, Market Trends & Geopolitics (GS) Rule, Britannia! (Verdad) Michael Mauboussin on increasing returns to scale … Read More

This Week’s Best Value Investing News, Podcasts, Interviews (09/02/2024)

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This week’s best investing news: Behind the Memo: Easy Money with Howard Marks and Edward Chancellor (pca.st) Mohnish Pabrai on ‘The Education of a Global Investor’ at FLAME University (MP) Countdown to Exchange: GMO’s Jeremy Grantham (Nasdaq) MiB: David Einhorn, Greenlight Capital (MiB) Overcoming pessimism with patience with John Rogers … Read More