This Week’s Best Value Investing News, Podcasts, Interviews (11/22/2024)

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This week’s best investing news: Oaktree’s Howard Marks on China Opportunities, Trump’s Cabinet, Market Sentiment (Bloomberg) Mohnish Pabrai’s Guest Lecture at UNO’s Maverick Investment Club (MP) Cliff Asness on the “Less Efficient Market Hypothesis” (Excess Returns) Shorting Credit (Verdad) Interview with Oakmark’s Bill Nygren (Inside Active) The Value Perspective with … Read More

This Week’s Best Value Investing News, Podcasts, Interviews (11/08/2024)

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This week’s best investing news: Berkshire Hathaway Q3 2024 Report (BH) Berkshire Hathaway Q3 2024 Earnings News Release (BH) Bloated Balance Sheets in Japan (Verdad) Billionaire Investor Howard Marks on Ownership vs. Debt (Barron’s) Stan Druckenmiller Interview (Norges) Could the Election Spark a Small-Cap Value Rally? (Validea) Aswath Damodaran – … Read More

This Week’s Best Value Investing News, Podcasts, Interviews (11/01/2024)

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This week’s best investing news: Secrets of Legendary Investor Howard Marks (3 Takeaways) Jeremy Grantham – How to Spot a Market Bubble (Morningstar) Industry Is Not Destiny (Verdad) Joel Greenblatt: Legendary Investor & Author on Patience in the Investing Business (Money Maze) Finding Picassos: How Great Microcaps Become MultiBaggers (Validea) … Read More

This Week’s Best Value Investing News, Podcasts, Interviews (10/18/2024)

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This week’s best investing news: Stan Druckenmiller on Fed Policy, Election, Bonds, Nvidia (Bloomberg) Bill Nygren: Q3 2024 Commentary (Oakmark) Buybacks for US, Dividends for EU (Verdad) Larry Swedroe: An Evidence-Based Look at the Struggles of Value Investing (Excess Returns) Building a Quantitative Strategy Based on Warren Buffett’s Approach (Validea) … Read More

This Week’s Best Value Investing News, Podcasts, Interviews (09/27/2024)

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This week’s best investing news: Top Takeaways from Oaktree’s Quarterly Letters – September 2024 Edition (OakTree) AQR’s Cliff Asness on Stocks Value Gap, Nvidia, ‘Inefficient’ Markets (Bloomberg) Guy Spier – Outperforming The S&P500, Building Wealth & Managing Risk (Guy Spier) The Great Rotation (Part 2) (Verdad) Calgary Herald interview with … Read More

This Week’s Best Value Investing News, Podcasts, Interviews (09/20/2024)

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This week’s best investing news: Howard Marks Memo – Shall We Repeal The Laws of Economics? (OakTree) Mohnish Pabrai’s keynote address at TiECON Southwest (MP) Terry Smith – Fundsmith – Dubai Eye Business Breakfast interview (DE) Forecastability and Portfolio Optimization (Verdad) GMO Commentary: The What-Why-When-How Guide to Owning Emerging Debt … Read More

This Week’s Best Value Investing News, Podcasts, Interviews (08/23/2024)

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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