This week’s best investing news: Warren Buffett announces $6 billion in donations (Berkshire) AQR’s Cliff Asness weighs in on machine learning, quant credit (P&I) Jim Chanos on the Nuttiness of ‘Bitcoin Treasury Companies’ (Odd Lots) Ken Fisher – The Investing Opportunities We See Outside the US (Fisher) Bill Belichick and … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (06/27/2025)
This week’s best investing news: The Way to Win w/ Bill Nygren (RWH) How Countries Go Broke — Ray Dalio on why timing is everything (FT) AQR’s Cliff Asness Sides With Jim Chanos in Critique of Michael Saylor’s Strategy (Bloomberg) Ken Griffin on Building Citadel, AI & Independent Thinking (S&P) … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (06/20/2025)
This week’s best investing news: Howard Marks Memo: More on Repealing the Laws of Economics (OakTree) The Most Important Thing: A Dialogue with Howard Marks (CFA India) Inside the Mind of Mohnish Pabrai: Global Value Plays, Berkshire, and the Future of Tech (SumZero) Why Cliff Asness Believes Markets Are Getting Dumber … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (05/16/2025)
This week’s best investing news: Legendary Value Investor Jeremy Grantham Warns About US Stock Market Risks (WealthTrack) Bill Ackman and Ryan Israel – UBS Berkshire Hathaway Fireside Chat (2025) (Andreu Orell Forteza) Monhish Pabrai: Meet the Man Who Made $200M+ By Copying Warren Buffett (First Million) Warren Buffett Reveals He … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (05/09/2025)
This week’s best investing news: Warren Buffett presides over the 2025 Berkshire Hathaway annual shareholder meeting (CNBC) Bill Ackman: I wouldn’t bet against Berkshire post-Buffett (CNBC) 30 Years of Oaktree with Howard Marks, Bruce Karsh, and Sheldon Stone (Oaktree) Mohnish Pabrai on Investing and Life Lessons (TIP) Got Diversification? (Verdad) … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (04/04/2025)
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