Weekly Investing Roundup – News, Podcasts, Interviews (02/13/2026)

This week’s best investing news:

Warren Buffett’s big bet on Japan earned Berkshire Hathaway $24 billion in just 6 years (Fortune)

Bill Ackman reveals stake in Meta, says it has ‘deeply discounted valuation’ (CNBC)

Jim Chanos on AI Infrastructure, Crypto Treasuries & Underlying Credit Risks (RiskReversal)

Why Hedge Funds Got Better While Private Equity Just Got Bigger (Verdad)

Pershing Square Annual Investor Presentation 2026 (PS)

David Einhorn says the Fed will cut ‘substantially more’ than two times. So he’s betting big on gold (CNBC)

Cliff Asness, Principal and co-founder of AQR Capital Management (Encounter Capital)

Dispersion – OakTree Q4 2025 Letter (OakTree)

Struggling to make sense of Big Tech’s $600 billion bet on AI? Here’s a metric to watch (TKer)

The Beautiful Chart That Busts 3 Stock Market Myths (Morningstar)

Data Update 5 for 2026: Risk and Hurdle Rates (AD)

In Zuck We Trust? (Alex Morris)

The Rule Of 40 For Stocks? What Investors Should Know About It (Onveston)

Harsh truth (Havenstein)

Nicolai Tangen: The $2 Trillion Mind (Farnam)

Perfect Portfolio (HD)

Catching Up With The Heavyweights Of Berkshire’s Stock Portfolio (Kingswell)

Another Changing Of The Guard (Felder)

How Might AI Disruption Change Investor Behaviour? (BI)

Why Consensus Fails (D&D)

Buying the Dip is for Losers (MCE)

MiB: Bob Moser, Prime Group Founder and CEO (MiB)

Third Avenue Value Fund Q4 2025 Commentary (TA)

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This week’s best value investing news:

Pzena Investment Management Large Cap Value Update Q4 2025 (Pzena)

The Value Stocks to Watch – 2026 (Pzena)

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This week’s Fear & Greed Index:

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This week’s best investing podcasts:

Dan Rasmussen & D.A. Wallach on Biotech’s Surge, China, IPOs, US Valuations & Japan | #617 (Meb)

Nancy Daoud: The Changing Nature of Asset Allocation (Barron’s)

Stephen Gilmore – CalPERS’ Total Portfolio Approach (EP.486) (CA)

Inflation, AI, Trump & Gold with Economist David Bassanese (EM)

Adam Wilk (Brewster)

You Can’t Eat Risk-Adjusted Returns | AQR’s Pete Hecht on Beating Stocks Without Giving Them Up (ER)

Angana Jacob – Data as the True Competitive Moat (S7E26) (FWM)

How to Build the Perfect Portfolio | Cullen Roche (HF)

Packy McCormick – How Writing Shapes Companies (Ep. 301) (IL)

Alex Behring and Daniel Schwartz – Inside 3G Capital (ILTB)

Club Conversation with Dave Waters, Dark Stock Investing (MCC)

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This week’s Buffett Indicator:

Strongly Overvalued

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This week’s best investing research:

The Continuation Vehicle Boom: Structural Shift or Liquidity Patch? (AllAboutAlpha)

The Long Volatility Premium: Short the Market, Get Paid? (AA)

AI Is Reshaping Bank Risk (CFA)

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This week’s best investing tweet:

I am working on something $PLTR. pic.twitter.com/PPETfScTkE

— Cassandra Unchained (@michaeljburry) February 10, 2026

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This week’s best investing graphic:

Ranked: The Countries Buying (and Selling) the Most Gold Since 2020 (VC)