This week’s best investing news: Warren Buffett Prepares His Middle Child for the Job of a Lifetime (WSJ) Ackman mimics Buffett with Howard Hughes property deal (AFR) Chuck Akre on Winning Big by Investing in High-Quality Businesses (MoI) The Lamentation of David Einhorn (FT) 2024 in Factors (Verdad) Cliff Asness … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (01/10/2025)
This week’s best investing news: Howard Marks Memo: On Bubble Watch (OakTree) Terry Smith – Fundsmith 2024 Annual Letter (Fundsmith) Cliff Asness – 2035: An Allocator Looks Back Over the Last 10 Years (AQR) Bill Ackman Chases 1,200% Profit on a Trump Trade (Bloomberg) Bill Nygren – Why the odds … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (01/03/2025)
This week’s best investing news: Li Lu talk: Global Value Investment and the Times (CU Beijing) Jeremy Grantham Protégé Favors ‘Deep Value’ Stock Picks for 2025 (Bloomberg) Value Investor Chris Davis on Berkshire Hathaway and Stock-Picking (Barron’s) Michael Mauboussin on Finding Wisdom in Unconventional Places (MOI) Jeremy Siegel discusses the … Read More