This week’s best investing news: Mohnish Pabrai’s Session with Ashoka Investment Club (MP) Greenlight Capital’s Einhorn Is Net Long Europe, Neutral on US (Bloomberg) Ken Griffin Trump ‘eroding’ US brand, has made the country 20% poorer (Semafor) Is South Korea the next Japan? (Verdad) Mario Gabelli: Creative Innovation: Economy, Inflation, … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (05/23/2025)
This week’s best investing news: Exclusive: Warren Buffett will hand off Q&A to Greg Abel at next Berkshire shareholders meeting (Omaha News) Howard Marks on The Global Investor Outlook – KIA (Bloomberg) Einhorn: Gold will go higher and it’s based on confidence in fiscal and monetary policy (CNBC) Innovation and … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (02/28/2025)
This week’s best investing news: Berkshire Hathaway 2024 Annual Report (BH) Mohnish Pabrai’s session with CIBS at University of Cambridge on January 31, 2025 (MP) Berkshire Hathaway Q4 2024 Earnings (BH) JPMorgan CEO Jamie Dimon: Consumers are back, almost normal (CNBC) Mohnish Pabrai on Investing, Warren Buffett & Life Lessons … Read More
VALUE: After Hours (S06 E05): John Huber on Deep Value Stocks, Compounders, Neversell and Concentration
In their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and John Huber discuss: Coffee Cans vs. Punch Cards: The Balancing Act of Portfolio Management Ergodicity in Action: Betting on Skiers with Risk & Reward Trade-offs Free Money + Carry Trade: Why Buffett’s Japan Bet is … Read More
The True Power of Value Investing Lies in Market Unpredictability
During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Rasmussen discussed The True Power of Value Investing Lies in Market Unpredictability. Here’s an excerpt from the episode: Tobias: Probably the only place that was a little bit sad were the small and micros. How do you feel … Read More
VALUE: After Hours (S04 E42): Cheap Value, Apoptosis, One of the Most Serious Podcasts in the World
In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Alameda Promised High Returns With No Risk Apoptosis – Build A Kill Criteria Into Your Investments Tesla Would Need To Own Entire Car Market To Justify Its Valuation Value’s Cheap Buffett Index … Read More
What Are The 20 Best And Worst Countries To Invest In According To The Human Freedom Index
https://www.youtube.com/watch?v=sec51fFMSPQ?start=2457 During her recent interview with Tobias, Perth Tolle who is the Founder of Life + Liberty Indexes discusses some of the best and worst countries to invest in according to the ‘human freedom index’. Here’s an excerpt from the interview: Tobias Carlisle: You may be not allowed to say … Read More
Investing In ‘Freer’ Countries Helps Avoid Taleb’s Absorption Barrier Risk
https://www.youtube.com/watch?v=sec51fFMSPQ?start=1424 During her recent interview with Tobias, Perth Tolle who is the Founder of Life + Liberty Indexes discusses how investing in ‘freer’ countries helps avoid Taleb’s absorption barrier risk. Here’s an excerpt from the interview: Tobias Carlisle: Let me just play devil’s advocate for a moment. You and I … Read More
Emerging Markets Provide Investors With Opportunities To Capture A ‘Freedom Premium’
https://www.youtube.com/watch?v=sec51fFMSPQ?start=591 During her recent interview with Tobias, Perth Tolle who is the Founder of Life + Liberty Indexes discusses how emerging markets provide investors with opportunities to capture a ‘freedom premium’. Here’s an excerpt from the interview: Tobias Carlisle: So I saw that you retweeted something by Meb Faber which … Read More
(Ep.7) The Acquirer’s Podcast: Tim Travis – True Value, Value In Options And Insurance
Summary In this episode of The Acquirer’s Podcast Tobias chats with Tim Travis of T&T Capital Management. During the interview Tim, who is one of the top ranked investors in the TipRanks, provides some great insights into: – His Investments In Assured Guaranty Ltd, Puerto Rico, and Ireland – Managing … Read More
In Investing You Don’t Need To Be Perfect, You Just Need To Be Good Enough
https://www.youtube.com/watch?v=zL0oaAO9DD0?start=2040 During his recent interview with Tobias, Michael Batnick of Ritholz Wealth Management discusses just how difficult it is to be an investor. Michael says that the name of the game is not to be perfect, because you’re not going to be. For the average person, it’s pretty easy to … Read More
When Good Ideas In Investing Become Dominant They Become Destabilizing
https://www.youtube.com/watch?v=lTVE9ixrzgA?start=3233 During his recent interview with Tobias, Chris Cole of Artemis provided a great anology of what happens when great ideas in investing become dominant, saying: I’m a single guy. I go out and I see a cute girl. I ask for her phone number. That’s taking a risk. Maybe … Read More