Weekly Investing Roundup – News, Podcasts, Interviews (01/03/2025)

This week’s best investing news:

Li Lu talk: Global Value Investment and the Times (CU Beijing)

Jeremy Grantham Protégé Favors ‘Deep Value’ Stock Picks for 2025 (Bloomberg)

Value Investor Chris Davis on Berkshire Hathaway and Stock-Picking (Barron’s)

Michael Mauboussin on Finding Wisdom in Unconventional Places (MOI)

Jeremy Siegel discusses the markets (CNBC)

Stocks Cap Best Two Years in a Quarter-Century (WSJ)

Why Berkshire Hathaway May Be the Most Defensive Megacap Stock (Barron’s)

A Record-Shattering $1 Trillion Poured Into ETFs This Year (WSJ)

Worth Repeating (Humble Dollar)

MiB: Toto Wolff, Mercedes-AMG PETRONAS F1 Team (MiB)

Interview with First Eagle Global Fund’s Matthew McLennan (WealthTrack)

A Time To Be Thankful (AllStarCharts)

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This week’s best value investing news:

Value Investing in a High Intangible Intensity World | Jacob Pozharny (Validea)

Value Investor Chris Davis on Berkshire Hathaway and Stock-Picking (Barron’s)

The One Factor That Explains the Struggles of Value, International and Small-Cap Stocks (Excess Returns)

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This week’s Fear & Greed Index:

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This week’s best investing podcasts:

The Best of 2024: Damodaran, Gerstner, Asness, Bessembinder & French (Meb Faber)

Catriona Burns – Compounding really is your friend, finding long-term structural winners (Equity Mates)

The One Factor That Explains the Struggles of Value, International and Small-Cap Stocks (Excess Returns)

Jack Kokko – Building AlphaSense (ILTB)

495- FROM THE VAULT: Understanding Free Cash Flow (InvestED)

MicroCapClub Top 10 Articles of 2024 (MicroCapClub)

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This week’s Buffett Indicator:

Strongly Overvalued

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This week’s best investing research:

Forecasting Earnings, Artificial Intelligence (AI) Versus Equity Analysts (Alpha Architect)

Aging Populations Demand Urgent Pension Reforms: Are We Prepared? (CFA)

2024 Trading Randomization: The Lessons (PAL)

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This week’s best investing tweet:

Forward returns look all right, all right, all right. https://t.co/wRGvxYdejb

— Tobias Carlisle (@Greenbackd) December 21, 2024

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This week’s best investing graphic:

Ranked: The World’s Top Companies by Revenue in 2024 (Visual Capitalist)