Tag Archive

This week’s best investing news: Howard Marks: How to Think About Risk (OakTree) Ray Dalio – Great Powers Index 2024: The Most Important Facts and Charts (LinkIn) Diversifying Equity Portfolios (Verdad) Whitney Tilson on lessons learned from knowing Warren Buffett, Charlie Munger & Bill Ackman (WealthTrack) Guy Spier – Becoming … Read More

This week’s best investing news: Five David Einhorn Holdings That Pass the Fundamental Tests of Great Investors (Validea) Bill Ackman Says X Ban Will Make Brazil an ‘Uninvestable Market’ (Bloomberg) Value Investing in a Changing World with Aswath Damodaran (VGI) Royce – What Do Earnings, a Broadening Market, and a … Read More

This week’s best investing news: Howard Marks Memo: Mr. Market Miscalculates (OakTree) Guy Spier – On his investment and life philosophies (VAH) Ray Dalio Creating An AI Version of Himself (X) Four Warren Buffett Holdings That Also Pass His Quantitative Tests (Validea) Cliff Asness – Volatility Laundering in PE, Diversification, … Read More

This week’s best investing news: David Einhorn – Greenlight Capital Q2 2024 Letter (Greenlight) Activism at Scale in Japan (Verdad) Oakmark – International equities: Avoiding value traps (Oakmark) Guy Spier Track Record | Investing Risk | VALUEx (TIP) Five Fundamentally Sound Dividend Aristocrats (Validea) Howard Marks Memo – Mr. Market Miscalculates … Read More

This week’s best investing news: Navigating the Sea Change with Howard Marks (Oaktree Conference 2024) Mohnish Pabrai’s Session with YPO Delhi (MP) Bill Nygren – Where to find value in the market (CNBC) Berkshire Hathaway’s Parabolically-Growing Cash Pile (Felder) On the Brink? (Verdad) Guy Spier – “Most Investors Make This … Read More

This week’s best investing news: Jeremy Grantham – A History of Stock Market Bubbles (TIP) Howard Marks: Yicai (2024) (OakTree) Berkshire Hathaway Q2 2024 Report (BH) Bill Ackman’s Pershing Square sees 2024 gains nearly wiped out after July loss (Fortune) Why Warren Buffett’s Berkshire Dumped 55.8% Of Its Apple Stock … Read More

This week’s best investing news: Ray Dalio & Deepak Chopra on Life and Death (RD) Mohnish Pabrai’s Session with CFA Society, United Kingdom (MP) Warren Buffett’s Berkshire Hathaway sells Bank of America for a ninth straight day (CNBC) GMO – Concentrate!: Is it like 2000 again? (GMO) Terry Smith – Our … Read More

This week’s best investing news: Howard Marks – Getting The Odds On Your Side (3 Takeaways) The Rise of Alternatives (Verdad) Pzena Investment Management Q2 2024 Commentary: US Dominance and Global Market Trends (Pzena) Oakmark’s Bill Nygren on Alphabet’s Q2 earnings (CNBC) Aswath Damodaran – Country Risk: The 2024 Update (AD) … Read More

This week’s best investing news: Memo from Howard Marks: The Folly of Certainty (Oaktree) Todd Combs on Charlie Munger’s Legacy || Q&A Transcript (2024) (Kingswell) Neglecting Equilibrium (Verdad) Mohnish Pabrai’s Session with Rotary Bangalore DownTown (MP) The Magnificent 7: Which Stocks Are The Most Fundamentally Sound? (Validea) Cliff Asness – … Read More

This week’s best investing news: Oaktree’s Howard Marks Weighs In on Market Risks, PE and Credit (Bloomberg) Bill Nygren Q2 2024 Commentary: What goes up… keeps going up. But we aren’t buying it  (Oakmark) Bill Ackman Is Behind the Market. Now He’s Launching the Biggest Closed-End Fund Ever (Barron’s) Fundsmith … Read More

This week’s best investing news: Warren Buffett has finally revealed what will happen to his money after he dies (CNN) Hedge Fund Baupost Cuts Almost a Fifth of Investing Staff (Bloomberg) Mohnish Pabrai: Who Made Billions By Following Warren Buffett’s Strategy (MSN) Show Us Your Portfolio: Eric Crittenden (Validea) Ray … Read More

This week’s best investing news: Oaktree Capital’s Howard Marks on US Growth, China Market, Evergrande (Bloomberg) Ray Dalio at GEF-Hong Kong (GEF) The Calm Before the Storm (Verdad) Are the Markets Broken? AQR’s Cliff Asness Weighs In (Bloomberg) Could Lululemon Be Buffett’s Next Buy (Validea) Einhorn’s Greenlight Slams ‘Head of … Read More

This week’s best investing news: Mohnish Pabrai’s Session at The University of Nebraska (MP) Bonus Episode: Howard Marks on “In Good Company” (HM) Ronald Olson – Partnership Lessons from Buffett-Munger (Bloomberg) Buffett’s Investment Evolution (WealthTrack) The Penny Stock Anomaly (Verdad) Francis Chou – 2024 Ivey Value Investing Classes Guest Speaker … Read More

This week’s best investing news: Howard Marks Interview (In Good Company) Conversation with Bridgewater Associates’ Founder, Ray Dalio (Milken) A Changing Yield Curve Signal (Verdad) Third Avenue’s Matt Fine: Time to invest like a young Buffett in 1999 (CityWire) 15 Lessons from 15 Years (Validea) Interview with Caroline Cai of … Read More

This week’s best investing news: Value Investing: Down But Not Out? With David Einhorn (Money Maze) Bill Ackman sells 10% stake in Pershing Square for $1.05bn (FT) Quantifying Warren Buffett (Validea) Michael Mauboussin – Stock Market Concentration (MS) Meme Stonks Revisited (Verdad) Interview with Terry Smith of Fundsmith: Valuation Is … Read More

This week’s best investing news: Mohnish Pabrai VALUEx BRK 2024 (Guy Spier) Ray Dalio’s Principles of Investing in a Changing World (WSJ) Inside the Investment Strategy of John Neff (Validea) Why Did Warren Buffett Buy Chubb? (Forbes) Where the Value Investing Strategy Still Works (Verdad) Daily Journal: The Canary in … Read More

This week’s best investing news: Terry Smith – Valuation Is Not as Important as Quality (The Market) The Gold Rally (Verdad) Stanley Druckenmiller Interview CNBC (CNBC) Quantitative Momentum Investing (Validea) Guy Spier – Outperforming The S&P 500 Index & The Dangers Of Long-Term Compounding (Guy Spier) Turning $1M Into $1B+: … Read More

This week’s best investing news: Bill Ackman – An activist investor on challenging the status quo (TED) Jim Simons, Math Genius Who Conquered Wall Street, Dies at 86 (Dealbook) Warren Buffett’s Berkshire Reveals Its Mystery Stock: Chubb (WSJ) Sizing PE Allocations (Verdad) Mohnish Pabrai’s Session at The Investor’s Podcast (MP) … Read More

This week’s best investing news: Howard Marks Memo: The Impact of Debt (OakTree) Berkshire Hathaway Annual Meeting 2024 (CNBC) Guy Spier – VALUEx Berkshire Hathaway 2024 Event: Life Lessons On Charlie Munger & Investing (GS) Berkshire Hathaway Q1 2024 Report (BH) Omaha Value Investor Conference (Gabelli) Buffett Without Munger (Jason … Read More

This week’s best investing news: David Eihorn – Greenlight Capital Letter Q1 2024 (Greenlight) François Rochon – Intelligent & Rational Long-Term Investing (TIP) The Bull Case For Commodities Is As Strong As Ever (Validea) 10 Tough Questions for Warren Buffett at Berkshire’s Annual Meeting (Barron’s) Mohnish Pabrai’s Session with MIT’s … Read More