This week’s best investing news: Buffett’s ‘Woodstock for Capitalists’ Draws Admirers From Around the Globe (WSJ) Berkshire Hathaway 2025 w/ Chris Bloomstran (TIP) Mohnish Pabrai’s Interview at The Money Mindset with Sonia Shenoy (MP) Bill Nygren – The CEO interview (Oakmark) The Great European Rotation (Verdad) Howard Marks: Navigating the … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (04/25/2025)
This week’s best investing news: Howard Marks: Navigating Crises – Creed, Preparation and Emotional Control (Decision Nerds) What Bill Ackman Sees in Hertz and Why He’s Betting Big on the Rental-Car Company (Barron’s) Howard Marks: Global Alts Miami 2025 (OakTree) Diverging Destinies in Corporate Japan (Verdad) Cathie Wood (ARK Invest) … 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 (03/28/2025)
This week’s best investing news: The Genius of Stan Druckenmiller: Lessons for Investors (MOI) Mohnish Pabrai’s Q&A session with Dakshana Scholars at Dakshana Valley (MP) GMO – Don’t Blame The Middleman (GMO) Verdad News Roundup (Verdad) Cliff Asness – Rebuffed: A Closer Look at Options-Based Strategies (AQR) Pzena Investment Management … 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 (02/21/2025)
This week’s best investing news: David Einhorn – Virtual fireside chat and Q&A session (SKAGEN) Mohnish Pabrai’s latest thoughts on Big Tech, Turkey, Coal, and a tribute to Charlie Munger (SumZero) On Foreign Exchange (Verdad) Seth Klarman – Margin of Safety (AIM) Buffett’s Berkshire Holds On to Apple Shares, but Trims … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (02/07/2025)
This week’s best investing news: Howard Marks: The Idea That the Market Is Always Right Is Crazy (The Market) How DOGE and Trump Can Solve America’s Debt Crisis: Ray Dalio Explains (All In) Jim Chanos on Tariffs, Trump, AI, DeepSeek, China, Risky Markets (Bloomberg) The Humble Investor (Verdad) Fireside with … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (01/31/2025)
This week’s best investing news: How Oaktree’s Howard Marks Spots a Market Bubble (Bloomberg) Ray Dalio | The All-In Interview (All In) Cathie Wood on DeepSeek, Nvidia, Stock Picks, China, AI (Bloomberg) Cliff Asness: Quant Investing, Market Inefficiency (Insightful Investor) Explaining International Valuations (Verdad) Ten Top Wide Moat Stocks (Validea) … 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
Weekly Investing Roundup – News, Podcasts, Interviews (01/17/2025)
This week’s best investing news: Warren Buffett Prepares His Middle Child for the Job of a Lifetime (WSJ) Ackman mimics Buffett with Howard Hughes property deal (AFR) Chuck Akre on Winning Big by Investing in High-Quality Businesses (MoI) The Lamentation of David Einhorn (FT) 2024 in Factors (Verdad) Cliff Asness … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (01/10/2025)
This week’s best investing news: Howard Marks Memo: On Bubble Watch (OakTree) Terry Smith – Fundsmith 2024 Annual Letter (Fundsmith) Cliff Asness – 2035: An Allocator Looks Back Over the Last 10 Years (AQR) Bill Ackman Chases 1,200% Profit on a Trump Trade (Bloomberg) Bill Nygren – Why the odds … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (01/03/2025)
This week’s best investing news: Li Lu talk: Global Value Investment and the Times (CU Beijing) Jeremy Grantham Protégé Favors ‘Deep Value’ Stock Picks for 2025 (Bloomberg) Value Investor Chris Davis on Berkshire Hathaway and Stock-Picking (Barron’s) Michael Mauboussin on Finding Wisdom in Unconventional Places (MOI) Jeremy Siegel discusses the … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (12/20/2024)
This week’s best investing news: What You Can Learn From Young Warren Buffett (WSJ) Ray Dalio on economic forces, division and the future (National News) Persistent Alpha: Lessons from the Pod Shops (Verdad) An Interview with Jeffrey Gundlach (Future Proof) Validea’s Top Benjamin Graham Stocks – December 2024 (Validea) What’s … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (12/13/2024)
This week’s best investing news: Ray Dalio’s Guide to All-Weather Investing in Uncertain Times (Investopedia) Bill Ackman: Stepping into the most pro-growth, pro-business administration in my adult lifetime (CNBC) The Humble Investor (Verdad) Mohnish Pabrai’s Presentation and Q&A at Boston College and Harvard Business School (MP) Large Cap or Value? … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (12/06/2024)
This week’s best investing news: Mohnish Pabrai’s Talk with GreenHaven Road Partners Fund (MP) Cliff Asness on Equity Investing, Taxes and AI (Bloomberg) Ken Griffin on the 2024 Election and What’s Next for the U.S. Economy (Dealbook) Verdad’s Most Read Research Articles from the Past Year (Verdad) Aswath Damodaran – … Read More
This Week’s Best Investing Articles, Research, Podcasts 1/24/2020
Here’s a list of this week’s best investing reads: If Stocks Are ‘Ridiculously Cheap’ Why Isn’t Warren Buffett Buying? (Felder Report) Preparing For Lower Returns (The Irrelevant Investor) Updating My Favorite Performance Chart For 2019 (A Wealth of Common Sense) Wealth Is What You Don’t Spend (Collaborative Fund) Why We Try (HumbleDollar) … Read More
This Week’s Best Investing Articles, Research, Podcasts 9/6/2019
Here’s a list of this week’s best investing reads: The Eternal Pursuit of Unhappiness (Farnam Street) Debunking the Silly ‘Passive is a Bubble’ Myth (A Wealth of Common Sense) Financial Crises, Early Investment Trusts, FinTech (Jamie Catherwood) Chart o’ the Day: Where the bears are in trouble (The Reformed Broker) What The … Read More
Jason Zweig: How Companies Use the Latest Profits Fad to Fool You
Here’s a great article by Jason Zweig at the WSJ which discusses how companies use the latest profits fad to fool investors: Eighty-six years ago this week, the stock market hit its worst low. Today, with markets near all-time highs, things aren’t as different as you might think. Then, as … Read More
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