In one of the last interviews before his death, Charles Munger discusses a variety of investment topics, including that he considers the high returns of the recent period an anomaly.
Guy Spier presents the key points from his annual investor day – including his investment principles and current portfolio.
Howard Marks provides an update on his thoughts on a “Sea Change” in the economy and markets.
Michael Mauboussin delves into the concept of Pattern Recognition and discusses when it typically works well and why it can be misleading.
Kurt Kara and the team from Maj Invest give an update on the market and unveil a new company in the portfolio.
Christopher Davis talks about the end of the ‘easy money’ era, why fundamentals matter again and the drivers behind recent market performance.
Howard Marks and Annie Duke discuss the importance of intellectual humility and the necessity of considering alternative outcomes when making decisions.
Guy Spier visits Mohnish Pabrai’s California office (years ago) and discusses a wide range of investment topics.
In the days following Charlie Munger’s death, a number of his closest friends and partners over the years have shared their thoughts and respect. Including his two friends, renowned investors Mohnish Pabrai and Li Lu.
Michael Mauboussin discusses what qualities ‘superstar’ companies possess and how we can find them.
We have lost one of the most thoughtful and independent investors the world has ever seen. RIP Charlie Munger – You will be missed.
Canadian value investor François Rochon discusses one of the topics he believes is key to successful investing: Owner earnings.
Cliff Asness from AQR discusses everything from risk management to alpha generation to the benefits of different investment philosophies.
Kurt Kara and the team provide an update on the macroeconomic situation in the US and unveil a new position for the portfolio.
Thomas Shrager and Tweedy give an update on the stock market, their portfolios and share their reflections on selected positions.
Investor Joel Greenblatt talks about the ability to find companies trading below their fair value and how to effectively mitigate risk when investing.
Howard Marks of Oaktree discusses the balance between investing in credit and equities with Bloomberg’s David Ingles.
Aswath Damodaran discusses the impact of ESG and Impact investing and tries to address some of the challenges the field faces.
Davis Funds has just released their Q3 2023 letter to shareholders, identifying the most interesting sectors.
Vice Chairman of Berkshire Hathaway, Chalie Munger, gave a rare interview where he talks about many of his investments and what he has learned from them.
In this interview with Money Maze, Ray Dalio from Bridgewater talks about some of his biggest mistakes and what they taught him.
Guy Spier talks about a number of his investments, including why he wants to invest in Chinese companies but not Turkish ones.
NYU professor Aswath Damodaran discusses a range of investment topics, including Damodaran’s personal investment in Nvidia.
Mohnish Pabrai is interviewed by Havard Business School where they discuss a wide range of investment topics.
Christopher Davis and Danton Goei give an update on the past quarter and what changes they have made to the portfolio.
