Howard Marks on Tariffs, Market Risks & Opportunities

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Howard Marks has navigated market cycles for decades, but his recent Bloomberg interview revealed even he finds today’s environment extraordinary. “This is the biggest change in the environment that I’ve seen probably in my career,” he says. The rapid shift from globalization to trade wars and tariffs has created unprecedented … Read More

Bill Ackman: Building A Modern Day Berkshire Hathaway

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Howard Hughes Corporation has long been an outlier in Bill Ackman’s portfolio. Unlike his usual large-cap investments, HHC is an undervalued real estate business with long-term potential that public markets have struggled to appreciate. But for Ackman, this company isn’t just another real estate play—it’s the foundation of a much … Read More

Warren Buffett’s Rip Van Winkle Approach to Investing Explained

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In his 1991 Berkshire Hathaway Annual Letter, Warren Buffett stresses a patient, focused investment strategy, likening the stock market to a mechanism that transfers wealth from active to patient participants. He highlights Berkshire Hathaway’s first significant international investment in Guinness, while reaffirming confidence in enduring businesses like Coca-Cola and Gillette. … Read More

Warren Buffett: When Is the Right Time to Buy a Business?

Johnny HopkinsInvesting Tips

During this interview with Yahoo, Warren Buffett explains that he does not rely on economic forecasts for investment decisions, considering them entertainment rather than actionable insights. He points out that economists rarely succeed in business or stock investments due to the numerous unpredictable variables in economics, unlike the consistency found … Read More