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 (01/17/2025)
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 (12/27/2024)
This week’s best investing news: The Future of the Free World with Jamie Dimon (Economic Club NY) An Interview w/ Ariel Investments Founder John Rogers (Odd Lots) Steve Cohen on How to Build Your Investing Career: Part Two (Point72) A Conversation with Francois Rochon (Capital Compounders) GMO Quarterly Letter | … 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
10 Of The Best Investing Podcasts On The Planet (2023)
Here is a list of 10 of the best investing podcasts on the planet. This list is by no means complete and is certainly not in any particular order. For investors looking to dive into valuable content, these podcasts use innovative AI tools for audio clarity, editing, and even content … Read More
Buffett’s Genius In The ‘Dying’ Blue Chip Stamps
During his recent interview with Tobias, Chris Mittleman, Founder of Mittleman Brothers discussed Buffett’s Genius In The ‘Dying’ Blue Chip Stamps. Here’s an excerpt from the interview: Chris: During those years, he was buying pieces of companies in the open market, but he wasn’t buying Berkshire stock. They also were buying … Read More
Blowups In Hedge Fund Hotels
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Blowups In Hedge Fund Hotels. Here’s an excerpt from the discussion: Tobias Carlisle: Well, let’s do the next topic because we’re about a third away through. Do you want to jump on it, Bill? Bill … Read More
Great Consumer Franchises Provide Profitable Investment Opportunities
During his recent interview with Tobias, Jon Boyar, JD/President of Boyar Research, discussed why great consumer franchises provide profitable investment opportunities saying: Tobias: The interview on the site, your dad says you look for great retail franchise opportunities. So how do you characterize a great franchise? Jon Boyar: Yeah. To … Read More
The Sin Premium – Sin Stocks Can Be Very Profitable
https://www.youtube.com/watch?v=rUHqdIH56lU?start=2107 During his recent interview with Tobias, Lawrence Hamtil, Principal and author at Fortune Financial Advisors, discussed the ‘Sin Premium’ and how sin stocks can be very profitable. Here’s an excerpt from the interview: Tobias Carlisle: And one of the things that I’ve seen you speak about or tweet about … Read More