This Week’s Best Value Investing News, Podcasts, Interviews (5/12/2023)

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This week’s best investing news: 2023 Berkshire Hathaway Annual Meeting Full Video (CNBC) Jeremy Grantham on Rosenberg Research (GMO) Stanley Druckenmiller Sohn 2023 (Sohn) Warren Buffett’s Formula for Success: One Good Decision Every Five Years (WSJ) Aswath Damodaran – Breach of Trust: Decoding the Banking Crisis (MM) Diversification or Di-worse-ification? (Verdad) … Read More

This Week’s Best Value Investing News, Podcasts, Interviews (3/17/2023)

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This week’s best investing news: Jeremy Grantham’s Market Meat-Grinder (What Goes Up) Mohnish Pabrai – Founder & Managing Partner of Pabrai Investment Funds (TE Leadership Series) Ray Dalio: What I Think About the Silicon Valley Bank Situation (LinkedIn) Distinguished Speaker Series: Howard Marks (CFA) Speculative Women: A History of Female … Read More

This Week’s Best Value Investing News, Podcasts, Interviews (2/3/2023)

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This week’s best investing news:  “Invest or Enlist”: The Liberty Bond Story (Jamie Catherwood) Charlie Munger says the U.S. should follow in China’s footsteps and ban cryptocurrencies (CNBC) Bill Ackman says Hindenburg’s Adani report ‘highly credible’ (Reuters) Terry Smith – Fundsmith Equity Fund (medirectalk) After the Darkest Hour Comes the … Read More

This Week’s Best Value Investing News, Podcasts, Interviews (1/20/2023)

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This week’s best investing news: David Einhorn – Greenlight Capital Q4 2022 Letter (GC) Regulating Crypto – Democratization and “The Bucket Shop Problem”  (Jamie Catherwood) Oaktree’s Howard Marks on Markets, Fed Rates, Inflation (Bloomberg) Inside the High-Yield Spread (Verdad) What if Tesla Is…Just a Car Company? (WSJ) Mastering the Mental … Read More

This Week’s Best Value Investing News, Podcasts, Interviews (12/23/2022)

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This week’s best investing news: The Roundup: Top Takeaways From Oaktree’s Quarterly Letters – 4Q2022 (OakTree) A Sharper Signal Amid the Noise, Part II: Evidence from Europe (Verdad) Bill Ackman Says Fed’s 2% Inflation Target ‘No Longer Credible’ (Bloomberg) History, World Cups and Economics (Jamie Catherwood) Warren Buffett is beating … Read More