Tag Archive

This week’s best investing news: Howard Marks: TV Tokyo (OakTree) Investor Daniel Loeb Unleashes Criticism of Ark’s Cathie Wood (Wealth Advisor) Venture capital’s reckoning looms closer (Verdad) Bill Ackman’s Pershing Square Lifts Stake in Developer Howard Hughes (Barron’s) Mr. Market May Be In Denial Over The Shift In Interest Rates … Read More

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

This week’s best investing news: Howard Marks Memo – Sea Change (OakTree) Custom Indexing and A History of Investment Vehicles (Jamie Catherwood) Lunch Auction with Bill Ackman (Bill Ackman) A Sharper Signal Amid the Noise (Verdad) Berkshire Hathaway Blowout: On Pace for Biggest Win Over S&P 500 in Fifteen Years … Read More

This week’s best investing news: EXCLUSIVE: Master Investor Howard Marks Shares His Blunt Advice On Investing (Forbes) Sudden Stops (Verdad) Interview With Value Investor Bill Nygren of Oakmark Funds (Motley Fool) 100-Bagger (Woodlock) How Warren Buffett Could Prevent a Breakup of Berkshire Hathaway After He Dies (Barron’s) Lindsell Train – … Read More

This week’s best investing news: Mohnish Pabrai’s Q&A Session with students at William & Mary College (Mohnish Pabrai) The Need to Read (Paul Graham) Howard Marks’ 10 key elements for investing (AFR) MegaThreats (Verdad) Jeremy Grantham on Investing in Green Tech (CWT) Who Says ‘You Can’t Time The Market’? (Felder) … Read More

This week’s best investing news: Howard Marks Memo: What Really Matters? (OakTree) How Intangible Assets Shape Markets (Jamie Catherwood) Buffett’s Berkshire boosts stakes in Japan’s five biggest trading houses (Reuters) Bridgewater’s Ray Dalio Sees Rough Road Ahead For Global Economy As Debt Bubble Deflates (Forbes) Why the Investing Pros Were … Read More

This week’s best investing news: Charlie Munger: CNBC Interview – Berkshire, Billionaires, & the Blockchain (CNBC) What You (Want to)* Want (Paul Graham) Berkshire Hathaway Energy Slide Presentation (BHE) Ray Dalio Sees More Pain Ahead in This Debt Cycle (Barron’s) Bill Ackman interview: What’s your outlook for 2023? (AJ Bell) … Read More

This week’s best investing news: Persistence of Margins (Verdad) Berkshire Hathaway Q3 2022 Letter (BH) Lessons from World War II (Jamie Catherwood) How bargain hunter Howard Marks is preparing to pounce (AFR) Bill Ackman’s Pershing Square Holdings Looks Invitingly Cheap (Barron’s) Ted Combs – Graham & Dodd Annual Breakfast 2022 … Read More

This week’s best investing news: The Impact of OPEC Announcements on Oil Prices (Verdad) For Diving FAANG Stocks, It’s the End of an Era (WSJ) A dead cat bounce 250 years in the making (FT) How Technology Changes Competitive Advantages (Jamie Catherwood) Ackman’s Pershing Square Jumped 10% in October (II) … Read More

This week’s best investing news: Warren Buffett Is Collecting 25% to 54% Yields on 3 Stocks: Here’s His Secret (Globe & Mail) Fair Multiples (Verdad) Billionaire investor Bill Ackman joins Elon Musk calling for a Ukraine cease-fire that includes major concessions to Russia (Fortune) A Story of Short-Selling & Revenge: … Read More

This week’s best investing news: Predicting Growth (Verdad) Oaktree’s Howard Marks in ‘fireside’ chats, new funds on horizon (AFR) Dan Loeb’s Third Point builds stake in Colgate, sees value in pet food business in potential spinoff (CNBC) Alien Truth (Paul Graham) Bill Nygren Market Commentary | Third Quarter 2022 and … Read More

This week’s best investing news: Bill Ackman: my latest view on inflation and recessions (Interactive Investor) Persistence of Growth (Verdad) Legends of Market History: Tokushichi Nomura II (Jamie Catherwood) Howard Marks – Investing Is a Serious Pursuit of Money, Not a Way to Get Rich Quick (Bloomberg Línea) Why The … Read More

This week’s best investing news: Billionaire investor Bill Ackman has the cure to tame high inflation (Yahoo) Yen: Now and Then Again (Verdad) DoubleLine’s Jeffrey Gundlach Visits Twitter Spaces for a Q&A (DoubleLine) Ducking Market Crashes The Buffett-Shiller Way (Validea) In Conversation with Ray Dalio (LSE) The Roundup: Top Takeaways … Read More

This week’s best investing news: Howard Marks on Top Misconceptions About Private Credit (OakTree) Are Investors Staring Down Another ‘Lost Decade’ In The Stock Market? (Felder) The Case For “Doing Nothing” In Volatile Times (Validea) Do MBAs Want To Be Billionaires? (Verdad) NYU Stern School of Business Professor of Finance … Read More

This week’s best investing news: Mohnish Pabrai’s Talk with CFA Society of Mexico (MP) Ray Dalio: It Starts With Inflation (LinkIn) The MBA Indicator (Verdad) Burry Re-Ups on Gloomy Prediction: ‘We Have Not Hit Bottom Yet’ (Bloomberg) How the Worst Market Timer in History Built a Fortune (CA) Terry Smith’s … Read More

This week’s best investing news: Howard Marks Memo: The Illusion of Knowledge (OakTree) Pandemic, Recession, Roaring Twenties… Repeat? (Jamie Catherwood) Billionaire investor Bill Ackman: The Fed has to raise rates to 4% or more (CNBC) Warren Buffett’s Berkshire Offloads More Shares in Chinese EV Giant BYD (Yahoo) How to Invest (Verdad) … Read More

This week’s best investing news: Abandoning Diversification (Verdad) We Just Can’t Help It (Jamie Catherwood) Howard Marks & Andrew Marks: Something of Value (Acquired) September Is The Worst Month For Stocks (Validea) Mohnish Pabrai: Getting Traction Without Funding (MP) The Great Disorder (Rudy Havenstein) Warren Buffett is turning 92 today, … Read More

This week’s best investing news: How the Drivers of Market Returns Evolved (Jamie Catherwood) The Size Factor (Verdad) Buffett’s Berkshire Hathaway Seeks to Buy as Much as 50% of Occidental (Yahoo) Edward Chancellor On What History Can Teach Us About The True Cost Of Easy Money (Felder) Hedge-Fund Pioneer Julian Robertson Jr. Dies … Read More

This week’s best investing news: Michael Burry’s Hedge Fund Added One Stock And Dumped All the Rest (Yahoo) Emerging Market Cycles (Verdad) Much Wow (Rudy Havenstein) Warren Buffett’s Berkshire Hathaway Keeps Spending Through Volatile Markets (WSJ) Tit For Tat (Farnam Street) Jim Rogers just issued a serious warning to crypto investors (Yahoo) … Read More

This week’s best investing news: Legendary investor Howard Marks on markets, economy and carried interest (CNBC) Berkshire Hathaway Q2 2022 Report (BH) Betting Against Expensive Junk (Verdad) Michael Burry of ‘Big Short’ Fame Says ‘Silliness’ in Markets Is Back (Bloomberg) Zero inflation last month! (Rudy Havenstein) The US-China Tit-For-Tat Escalations Are Very … Read More