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 (03/21/2025)
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 (03/14/2025)
This week’s best investing news: Howard Marks – Unlocking Investment Wisdom (Money Maze) Ray Dalio: The U.S. government’s debt problem will lead to ‘shocking developments’ (CNBC) Bill Nygren – A Modern Approach to Value Investing (FinChat) GMO: Trade: The Most Beautiful Word In The Dictionary (GMO) The Last Lecture of … 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