Weekly Investing Roundup – News, Podcasts, Interviews (07/25/2025)

This week’s best investing news:

Seth Klarman on Finding Value and Maintaining Discipline (GS)

Billionaire Bill Ackman Reveals His Investment Strategy (Forbes)

Ray Dalio’s right. Wall Street’s big message doesn’t make sense AFR)

Legendary Value Investor Bob Robotti discusses TDW, BLDR, FPH & More (SumZero)

Tom Russo – The Macro Challenges Facing Global Companies (WealthTrack)

Japan’s Dividend & Buyback Surge (Verdad)

Aswath Damodaran – To Bitcoin or not to Bitcoin: The Corporate Cash Question (AD)

The Double-Digit Decades (Ben Carlson)

The Stock Market Bargain That’s Right Under Your Nose (Jason Zweig)

That time people freaked out about the CAPE ratio 10 years ago (TKer)

The Worst Performer in Billionaires’ Portfolios? Trophy Art. (WSJ)

If Active Investing Is the Loser’s Game, What’s the Winner’s Game? (Morningstar)

MiB: Neil Dutta, Economics Chief at Renaissance Macro Research (MiB)

Language Barriers (Joe Wiggins)

Corporate Insiders Have Never Been More Bearish (Jesse Felder)

Ferrari Status (CF)

Don’t Discount Luck (HD)

Oakmark Select Fund Q2 2025 Market Commentary (OakMark)

Mairs & Power Growth Fund Q2 2025 Commentary  (M&P)

Mason Hawkins Q2 2025 Letter (Longleaf)

Polen Focus Growth Q2 2025 Commentary (Polen)

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This week’s best value investing news:

Value stocks are not the underperformers you’ve been told they are (G&M)

Small, Value, or Small/Value? (Klement)

Value Investors: Don’t Skip the International Banks (NASDAQ)

European Value Stocks Trading At Estimated Discounts Of Up To 46.1% (Simply Wall St)

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This week’s Fear & Greed Index:

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This week’s best investing podcasts:

Daniel Kahneman: Algorithms Make Better Decisions Than You (Shane Parrish)

You’re Misreading the Rally | Liz Ann Sonders on What is Really Driving Market Returns (ER)

Tax Strategies, Exchange Funds, and Portfolio Optimization with Wes Gray & Srikanth Narayan (Meb)

Why Japan’s Elections Could Blow Up Global Bond Markets | Weston Nakamura (HF)

#475 – Demis Hassabis: Future of AI, Simulating Reality, Physics and Video Games (Lex)

Ep 201: Nikki Thomas – The Power of Focus: Running a 20-Stock Global Portfolio (ITR)

Zach Dell – Powering the Future (ILTB)

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This week’s Buffett Indicator:

Overvalued

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This week’s best investing research:

Why the Last Few Minutes of Trading Might Matter More Than You Think (AlphaArchitect)

A Blueprint for Total Portfolio Allocation with Private Assets (AllAboutAlpha)

Macrodrivers of stocks and bonds (DSGMV)

Bear Market Playbook: Decoding Recession Risk, Valuation Impact, and Style Leadership (CFA)

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This week’s best investing tweet:

Small caps are 20.5% cheaper than large caps on price-earnings ratio. The years that witnessed this discount are 1973, 1976, 1998, 2001 and 2020. Even investors who were early in 1973 and 1998 would have then witnessed two legendary small cap cycles: 1974-1981 and 1999-2018. pic.twitter.com/2VsOmw7Y70

— Jeff Weniger (@JeffWeniger) July 22, 2025

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This week’s best investing graphic:

Charted: The World’s Fastest Shrinking Jobs (2025-2030) (Visual Capitalist)