This week’s best investing news: Howard Marks – Top Takeaways from Oaktree’s Quarterly Letters – March 2025 (OakTree) Joel Greenblatt defends value investing: It’s not difficult to beat the market (CNBC) Jeremy Grantham – Rising Toxicity And The Threat To Capitalism And Life Itself (GMO) The Acquirer: Hiroshi Nojima, Nojima … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (03/28/2025)
This week’s best investing news: The Genius of Stan Druckenmiller: Lessons for Investors (MOI) Mohnish Pabrai’s Q&A session with Dakshana Scholars at Dakshana Valley (MP) GMO – Don’t Blame The Middleman (GMO) Verdad News Roundup (Verdad) Cliff Asness – Rebuffed: A Closer Look at Options-Based Strategies (AQR) Pzena Investment Management … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (01/24/2025)
This week’s best investing news: David Einhorn says we have reached the ‘Fartcoin’ stage of the market cycle (CNBC) Hedge Fund Clients Pulled $7 Billion From Elite Money Manager Since 2021 (Bloomberg) Think smarter, not harder with Howard Marks (Guy Spier) Mohnish Pabrai on His Coal Thesis and the Mental … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (12/27/2024)
This week’s best investing news: The Future of the Free World with Jamie Dimon (Economic Club NY) An Interview w/ Ariel Investments Founder John Rogers (Odd Lots) Steve Cohen on How to Build Your Investing Career: Part Two (Point72) A Conversation with Francois Rochon (Capital Compounders) GMO Quarterly Letter | … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (12/13/2024)
This week’s best investing news: Ray Dalio’s Guide to All-Weather Investing in Uncertain Times (Investopedia) Bill Ackman: Stepping into the most pro-growth, pro-business administration in my adult lifetime (CNBC) The Humble Investor (Verdad) Mohnish Pabrai’s Presentation and Q&A at Boston College and Harvard Business School (MP) Large Cap or Value? … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (12/06/2024)
This week’s best investing news: Mohnish Pabrai’s Talk with GreenHaven Road Partners Fund (MP) Cliff Asness on Equity Investing, Taxes and AI (Bloomberg) Ken Griffin on the 2024 Election and What’s Next for the U.S. Economy (Dealbook) Verdad’s Most Read Research Articles from the Past Year (Verdad) Aswath Damodaran – … Read More