Investor Guy Spier reflects on many of the psychological aspects of stock investing, how he overlooked investing in Apple and shares his most important investment advice for the average investor.
In this Q&A session with University of Texas students (28/2-23), Mohnish Pabrai discusses a range of topics including specific investments in Reysas, TAV airports and Ferrari and shares his thoughts on Warren Buffett’s investment in the oil sector and Occidental Petroleum.
In his latest memo, Howard Marks reflects on the failure of Silicon Valley Bank and the impact it has on the banking industry in general.
In the latest episode of The Investors Podcast, Howard Marks talks about the fundamental change that the new interest rate environment brings to the stock markets. He also shares his thoughts on AI, Bitcoin and investing in Japan and China.
Rare interview between Berkshire’s Todd Combs and Charlie Munger from 19/4-2022 (sound quality is not optimal on the recording).
Pershing Square Holding’s annual report has now been published, including Bill Ackman’s letter to shareholders. It discusses 2022 in review, specific investments and topics such as AI and the impact of geopolitical changes.
Warren Buffett shares his thoughts on why he invested in the big 5 Japanese conglomerates and the opportunities for investing in Japan.
Buffett shares his thoughts on the banking crisis to CNBC.
In its latest Q1 commentary, Oakmark discusses the portfolio and in particular their investment in US banks, especially their new position in the bank Charles Schwab.
Aswath Damodaran, professor at NY University, gives a long and in-depth interview to Bloomberg Radio, where he talks about rationality in the market, Microsoft, Meta and more.
Mohnish Pabrai discusses a range of topics in the Rotman School of Management podcast, including Buffett’s 2022 Shareholder Letter, the “Circle the Wagons” approach to investing, the art of finding an outstanding company and much more.
Tomas Gayner, CEO of Markel, joins the We Study Billionaires podcast to share his reflections on the big and small: Including how he learned to appreciate compound interest, what he takes away from Berkshire Hathaway’s business model and why humor is so important to his approach.
Kimball Brooker, Co-Head Global Value Team, discusses the possibility of multiple outcomes after the banking crisis and how First Eagle hedges against extreme events.
Poland Capital gives their assessment of e-commerce after the major fluctuations in the industry during the corona pandemic.
Ray Dalio from Bridgewater looks at the key learnings from the banking crisis, zooms in on the underlying elements of the recent bank run and discusses the implications for the banking system and monetary policy.
In an interview with India Today, Professor Damodaran gives his perspectives on the growing banking crisis and inflation, as well as his assessment of the Indian economy.
Cliff Asness shares his thoughts on quantitative value investing and his “two newspapers” investment strategy on the Masters in Business podcast (Bloomberg).
Each of the responsible portfolio managers at Oaktree gives their view on the current market: the market position, real estate, and as always with Oaktree, a section on bonds and corporate debt.
Bill Ackman, CEO of Pershing Square Capital Management, talks about his losses on Netflix, the Silicon Valley banking crisis, allocation tips and much more in the 20VC Podcast
Investors’ Chronicle podcast where Joel Greenblatt talks about specific relatively cheap US companies, why he’s still a fan of big tech and the outlook for the UK stock market.
Chief Strategist at Nykredit, Frederik Engholm, gives his assessment of the current turmoil in the financial sector, including the banks that suddenly found themselves in trouble
