This week’s best investing news: Einhorn on How Value Investing Has Changed (Rubenstein) Billionaire Bill Ackman’s Key to Long Term Investment Success (Forbes) Terry Smith Interview with Bentleigh Reid (BR) Ray Dalio on AI: ‘The days of people making decisions in their own heads are ending’ (Fortune) Mohnish Pabrai’s Interview … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (05/16/2025)
This week’s best investing news: Legendary Value Investor Jeremy Grantham Warns About US Stock Market Risks (WealthTrack) Bill Ackman and Ryan Israel – UBS Berkshire Hathaway Fireside Chat (2025) (Andreu Orell Forteza) Monhish Pabrai: Meet the Man Who Made $200M+ By Copying Warren Buffett (First Million) Warren Buffett Reveals He … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (05/09/2025)
This week’s best investing news: Warren Buffett presides over the 2025 Berkshire Hathaway annual shareholder meeting (CNBC) Bill Ackman: I wouldn’t bet against Berkshire post-Buffett (CNBC) 30 Years of Oaktree with Howard Marks, Bruce Karsh, and Sheldon Stone (Oaktree) Mohnish Pabrai on Investing and Life Lessons (TIP) Got Diversification? (Verdad) … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (04/11/2025)
This week’s best investing news: Howard Marks Memo: Nobody Knows (Yet Again) (OakTree) Francois Rochon: 3 Truths Every Value Investor Should Remember (Meb) Off The Beaten Path (OakTree) Bill Nygren: The S&P 500 has corrected, now what? (Oakmark) Overweight the Mag-7? (Verdad) Ray Dalio on Trump’s tariffs: I agree with … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (04/04/2025)
This week’s best investing news: Howard Marks – Top Takeaways from Oaktree’s Quarterly Letters – March 2025 (OakTree) Joel Greenblatt defends value investing: It’s not difficult to beat the market (CNBC) Jeremy Grantham – Rising Toxicity And The Threat To Capitalism And Life Itself (GMO) The Acquirer: Hiroshi Nojima, Nojima … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (03/21/2025)
This week’s best investing news: Berkshire Hathaway’s 2025 Proxy Statement (BH) Fundsmith 2025 Annual Shareholders’ Meeting (Fundsmith) Buffett Hates Selling Anything. The Sale of Berkshire’s Real Estate Unit Would Be Unusual (Barron’s) Three Reasons we’re Overweight Japanese Equities (GMO) Navigating Turbulence (Verdad) Oakmark Funds: Addressing Oakmark shareholder questions (Oakmark) Fairfax … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (03/07/2025)
This week’s best investing news: Howard Marks Memo – Gimme Credit (OakTree) Bill Ackman Interview (Boyar) Cliff Asness Interview – Are Private Investments ‘Volatility Laundering’? (Barron’s) Warren Buffett: Tariffs are ‘an act of war’ (CNN) Unlocking Shareholder Value in Japanese Balance Sheets (Verdad) Mohnish Pabrai’s Guest Lecture at Microsoft on November 15, 2024 … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (01/24/2025)
This week’s best investing news: David Einhorn says we have reached the ‘Fartcoin’ stage of the market cycle (CNBC) Hedge Fund Clients Pulled $7 Billion From Elite Money Manager Since 2021 (Bloomberg) Think smarter, not harder with Howard Marks (Guy Spier) Mohnish Pabrai on His Coal Thesis and the Mental … Read More