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Best investment news of the week:
Full video of the 2023 Berkshire Hathaway Annual Meeting (CNBC)
Jeremy Grantham on Rosenberg Research (GMO)
Son of Stanley Druckenmiller 2023 (son)
Warren Buffett’s formula for success: A good decision every five years (WSJ)
Aswas Damodaran – Breach of Trust: Deciphering the Banking Crisis (MM)
Diversification or polarization? (Beldado)
John Rogers – If you’re going to buy a bank, buy the whole basket (CNBC)
What will your investment obituary say? (Validea)
Gabelli Interview Panel Adam Mead, Chris Bloomstrand, Todd Finkle (GabelliTV)
Stan Druckenmiller or Noah Smith? (Rudy Havenstein)
Paul Singer, the man who foresaw the coming economic crisis (WSJ)
Letter #80: Todd Combs (2023) (Letter of the Day)
Oaktree Capital’s Howard Marks to undergo cancer treatment (FT)
GMOs: High-Quality Local Currency Debt in Emerging Markets – Another Piece of the Puzzle (GMOs)
Jamie Dimon Talks Banking Turmoil, First Republic, Debt Ceiling (Bloomberg)
A man must know his limits (EP theory)
Oakmark’s Bill Nygren: Big banks have a strong competitive advantage over smaller ones (CNBC)
Great Wealth Illusion (Feluda)
Billionaire investor Mario Gabelli: If I were a politician, I would worry about my mortgage (CNBC)
What I Learned from Oracle of Omaha and Charlie Munger (VK)
What is your investing personality? Lone Wolf, Follower or Zombie? (Morning Star)
Transcription: Julian Salisbury, GS (Big Picture)
Berkshire Hathaway Q1 2023 Report (BH)
Jensen Quality Growth Fund Q1 2023 Webinar (Jensen)
Polen Capital Management: Small caps – resilience and agility in uncertainty
Horizon Kinetics Q1 2023 Letter (Hong Kong)
This week’s best value investment news:
How value investors can avoid the climate change trap (Robeco)
Buffett and Munger disagree on the future of value investing
Is value investing really over? (Schroeders)
‘Value investing’ betting could be trendy again (Canberra Times)
This week’s Fear and Greed Index:
Best investment podcast of the week:
TIP550: Masterclass (TIP) with Monish Pabrai
Jim O’Shaughnessy: Origin Story, Career in Finance, Groundbreaking Book (Liberty)
Show me your portfolio: Harin de Silva (Excess Earnings)
Alex Morris: The Long Term Buffett Investing Method (VSG)
Jeff Yan – High Frequency Crypto Market Making (FWM)
Craig Wichner, Farmland LP – Developing Wealth Through Sustainable Farmland Investments (Meb Faber)
John Sills — Human Experience (Infinite Loop)
Dave Waters – Exploring Every Corner (Business Brew)
Professor Burton Malkiel and the Random Walk of Wall Street (Rational Reminder)
Fidji Simo – Creating Delightful Consumer Experiences (ILTB)
Buffett’s numbers for the week:
Overrated.
Best investment research of the week:
Global Factor Performance: May 2023 (AlphaArchitect)
Small Cap Risk Reversal (ASC)
2023 Most Important Charts (AllAboutAlpha)
Best investment tweets of the week:
Best Investment Graphics of the Week:
Buffett vs. the market: chart Berkshire Hathaway’s 58-year earnings (Chartr)
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