This week's best investment news:
Jeremy Grantham: Bubbles, AI, climate change and population growth (The Insightful Investor)
Terry Smith: “Most investors today are too short-term” (Fundsmith)
The unchanging charm of dividend aristocrats (Validea)
Interview with Bill Nygren at Columbia Student Investment Management Association (CSIMA)
Famously stubborn, Bill Ackman is now famous in the real world as well. What's next? (New York Times)
Bob Robotti – Capstone Student Investment Conference 2024 (CSIMA)
Mohnish Pabrai’s session with Columbia Business School (CSIMA) (MP)
Why even Howard Marks is cautious about office real estate (AFR)
From $100,000 to $7.6 million over 30 years (HVG)
Interview: David Rosenberg (Globe & Mail)
Why is the US government suing Apple? (WSJ)
Ariel's Charlie Bobulinski talks about the Fed, markets, and Mosaic (CNBC)
Robert Cialdini – How to persuade and influence someone | 7 Psychological Tactics (TIP)
How BYD went from battery maker to electric vehicle giant, overtaking Tesla (CNBC)
Tom Gaynor talks with Markelle Branch about Alumni 2024 (Good Investment)
MiB: Liz Ann Saunders, Schwab Chief Investment Strategist (MiB)
Dan Davidowitz of Polen Capital (JRo)
Polen Capital Management: Know what you own – Stocks and Companies (Polen)
Why has the EV market stagnated? (HB)
This week's best value investing news:
Value Investing, Inflation, and Expected Returns (Excess Returns) by Rob Arnott
TIP617: Improving the Investment Operating System (TIP) by Vitaliy Katsenelson
This week's Fear and Greed Index:
This week's best investing podcasts:
Sean Feeney – Reinventing the Restaurant Business (Invest Like the Best)
Blyth Masters – FinTech Innovation from Motive Partners (Capital Allocator)
Doug Clinton’s AI Bubble Case Study (Validea)
What does “fairness” mean in the digital world? (Econ Talk)
TIP617: Improving the Investment Operating System (TIP) by Vitaliy Katsenelson
But we are long-term investors (MicroCap Club)
Episode #526: Indexing Nevada PERS: Steve Edmundson's $60 Billion Strategy (Meb Faber)
Experts: Ben McVicar & Jowell Amores – Infrastructure: Investing where the world is headed (Equity Mates)
Value Investing, Inflation, and Expected Returns (Excess Returns) by Rob Arnott
Otto Van Hemmert – Seasonality Everywhere (FWM)
Ep 439. Bankruptcy Investing: How to analyze and profit from distressed companies (FCs).
This week's Buffett indicators:
overrated
This week's best investment research:
Personality differences and investment decisions (AlphaArchitect)
Crude oil hits 5-month high (ASC)
The surprising story of style regimes: for data-driven investors (CFAs)
Best investment tweets of the week:
Ray Dalio highlights five issues with the Chinese economy and concludes on investing in China.
🧵👇
1 | “The country has huge debts and economic problems, which have depressed economic activity, prices, and sentiment.”
1/6 pic.twitter.com/vMKmddyHXF
— Hidden Value Gems (@HiddenValueGems) March 29, 2024
This week's best investment graphics:
How small investments can have a big impact over time (Visual Capitalist)
For all the latest news and podcasts, join our free newsletter here.
free inventory screener
Don’t forget to check out the free Large Cap 1000 – stock screener,here Acquirer multiple:
