This week's best value investing news, podcasts, and interviews (2024/02/02)

This week's best investment news:

Interview with Bill Nygren (MF) of Oakmark

Cherishing Japan's reforms (Verda)

OakTree – Goldilocks Trap (OakTree)

Fact or fiction: The 60/40 limit, Dave Ramsey's 8% rule, factor investing, AI, and more (Validea)

Interview with Brian Bears (VIW)

Jamie Dimon says Washington faces 'revolt' in global markets over record US debt: 'It's a cliff…' (Fortune)

Michael Mauboussin – How to take the emotion out of investing (MS)

Tim Ferriss – Millions Profitable Niche – 1,000 True Fans 2.0? (Tim Ferriss)

A young investor's guide to navigating the stock market wilderness (Safal)

2024 Data Update 4: Perils and Opportunities – Bringing Risk into the Equation! (Aswath Damodaran)

End time (Scott Galloway)

Big Tech’s AI Hype Machine (Felder)

What I Learned by Stopping Watching the Stock Market (Jason Zweig)

A little perspective… (Rudy Havenstein)

Transcription: Sarah Kirshbaum Levy, Betterment CEO (Overview)

Under the Hammer (Investment Talk)

How to build a portfolio without having to babysit (Morningstar)

The Thin Line (Collaboration Fund)

Fairholme Annual Report 2023 – (Fairholme)

COW to KARS

First Eagle's Matthew McLennan discusses key concerns and opportunities in financial markets (WealthTrack)

Jeremy Siegel talks markets and the Fed (CNBC)

Third Avenue Value Fund Q4 2023 Commentary (TA)

Horizon Kinetics Q4 2023 (Hong Kong)

Pzena Q4 2023 Commentary (Pzena)

Weitz Large Cap Fund Q4 2023 Commentary (Weitz)

Dorsey Asset Management: Competitive Advantage and Capital Allocation (Dorsey)

Dodge & Cox Q4 2023 Market Commentary (DC)

This week's best value investing news:

Jeff Graham – The Renaissance Man of Value Investing (Raging Capital)

Paradigm shift in value investing (Yahoo)

Alan Gray says brighter days are ahead for value stocks (LiveWire)

Undervalued stocks in the small value corner (Forbes)

This week's Fear and Greed Index:

This week's best investing podcasts:

Alex Telford – Unleashing Innovation in Pharma (ILTB)

Episode 290 – Morgan Housel: Same as Ever (Reasonable Reminder)

TIP603: Richer, Smarter, Happier, Q1 2024 w/ Stig Brodersen & William Green (TIP)

Rafael Arndt – The Death of Traditional Portfolio Construction (Capital Allocator)

Disciplined Investing: Finding Opportunities in Challenging Markets (WealthTrack)

Challenging the Fundamentals of Asset Pricing Theory (Excess Returns) by Andrew Chen and Alejandro López Lira

Jim O'Shaughnessy — Turning the Tables (EP. 200) (Infinite Loops)

Peter Pham: Inversion investing (Value Hive)

455- Weather Matrix Part 2 (InvestED)

Debunking oil and gas negativity with Josh Young (Planet MicroCap)

This week's Buffett indicators:

overrated

This week's best investment research:

Smart money can buy stocks, but it can't sell them (AlphaArchitect)

Buyer Releases Bond Offer (AllStarCharts)

Bad Ideas: Why Active Equity Funds Invest in Them and 5 Ways to Avoid Them (CFA)

Skill and Luck – Usually Needs More Luck (DSGMV)

What is the volatility risk premium? (All About Alpha)

Best investment tweets of the week:

The Tokyo Stock Exchange requires all listed companies trading at less than 1x PBR to publicly announce plans to increase their valuations. 44% of all costs in Japan are traded in < books. But even if all companies were to trade at 1 immediately, the impact on the largest Japanese ETFs would be limited. pic.twitter.com/zSJLDMaMyr

— Dan Rasmussen (@verdadcap) January 29, 2024