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
This Week’s Best Investing Reads
Here is a list of this week’s best investing reads: My Berkshire Hathaway Reflections (Farnam Street) The U.S. Stock Market’s Impressive Outperformance May Be Coming To An End (The Felder Report) More Than Never. Less Than Always (A Wealth of Common Sense) The Most Hated Tax Cut Ever? (The Reformed Broker) The What-Ifs (The Irrelevant Investor) Buffett at his Best (csinvesting) Some Things … Read More
This Week’s Best Investing Reads
Here is a list of this week’s best investing reads: EVERYTHING You need to understand Markets (csinvesting) First Principles: The Building Blocks of True Knowledge (Farnam Street) Why We May Be Headed For Another ‘Minsky Moment’ (The Felder Report) Here We Go Again? (The Irrelevant Investor) Will it hold? (The Reformed Broker) How the Bear Stearns Meltdown Wrecked Something More Valuable … Read More
Active Managers Shifting To Smaller, More Focused Portfolios To Achieve Outperformance
Here’s a great article at Bloomberg that discusses the changing landscape for active investors. The article reports that more and more active managers are moving to smaller, more focused portfolios. The logic behind the shift is that a smaller, more focused portfolio is more likely to achieve outperformance as it … Read More
This Week’s Best Investing Reads
Here is a list of this week’s best investing reads: Finding Deep Value Stocks with the Acquirer’s Multiple (blog.validea.com) Understanding Speed and Velocity: Saying “NO” to the Non-Essential (Farnam Street) Some Perspective on Investing Advice (A Wealth of Common Sense) The Easy Pickings (The Irrelevant Investor) How The Passive Investing Mania Undermined Its Most Basic Assumption, Part … Read More
Prem Watsa: We Think This Will Be A ‘‘Stock Pickers’’ Market In Which A Value investor Like Us Can Thrive
We’ve just had a read through the latest annual shareholder letter from Fairfax Financial Holdings in which Prem Watsa is predicting a rosy future for value investors. Here’s an excerpt from that letter: I like to review all our annual reports before I begin writing the most recent one. I … Read More
This Week’s Best Investing Reads
Here is a list of this week’s best investing reads: Goldilocks And The Liquidity Bears (The Felder Report) The Race to A Trillion (The Irrelevant Investor) What Really Fueled The Bull (The Reformed Broker) Half Life: The Decay of Knowledge and What to Do About It (Farnam Street) The Power of Narrative (A Wealth of Common Sense) Ironies of Luck (Collaborative … Read More
This Week’s Best Investing Reads
Here’s a list of this week’s best investing reads: Now or Later? (The Irrelevant Investor) Fear and Greed are Undefeated (The Reformed Broker) Friction: The Hidden Reality of What Holds People Back (Farnam Street) Some Finance Phrases I Find Annoying (A Wealth of Common Sense) Spinoffs – A Favorite Of Joel Greenblatt (ValueWalk) How a volatile stock market turns investors … Read More
This Week’s Best Investing Reads
Here is a list of this week’s best investing reads: Making the Most of Second Chances (Farnam Street) It’s Not Too Late (A Wealth of Common Sense) We’ve Just Had a Taste of What the Tightening Will Be Like (Ray Dalio) What Investors Should Be Thinking Right Now (The Reformed Broker) A Few Charts And A Few … Read More
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