Weekly Investing Roundup – News, Podcasts, Interviews (03/21/2025)

Johnny HopkinsInvesting News, Value Investing NewsLeave a Comment

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)

Johnny HopkinsInvesting NewsLeave a Comment

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 (01/31/2025)

Johnny HopkinsInvesting NewsLeave a Comment

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 (12/13/2024)

Johnny Hopkinsinvesting insightsLeave a Comment

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

This Week’s Best Investing Articles, Research, Podcasts 1/24/2020

Johnny HopkinsValue Investing NewsLeave a Comment

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