Weekly Investing Roundup – News, Podcasts, Interviews (03/06/2026)
Thursday, March 5, 2026 · Johnny Hopkins
This week’s best investing news:
Berkshire Hathaway 2025 Annual Report (BH)
Berkshire Hathaway Q4 2025 Earnings (BH)
Berkshire Hathaway CEO Greg Abel on resuming buyback program: I absolutely talked to Warren (CNBC)
Hard Lessons: Stan Druckenmiller: Invest, then investigate (MS)
The Rise of Chinese Biotech (Verdad)
Oaktree’s Howard Marks says there’s no systemic problem with private credit (CNBC)
Tom Gayner – 2025 Letter (Markel)
Ray Dalio: “AI Is Eating Everything – and It Might Eat Itself” (All-In)
In conversation with Cliff Asness (TD)
GMO – Year End Letters 2025 (GMO)
Icahn Enterprises L.P. 2025 Q4 (Icahn)
Most stock-picking pros underperformed in 2025’s market rollercoaster (TKer)
A Closer Look at Greg Abel’s First Annual Letter to Berkshire Hathaway Shareholders (Kingswell)
The Stock Market Is ‘Out Of Gear’ (Felder)
Ariel Investments’ Charles Bobrinsko: Companies with real assets is where we’re finding opportunity (CNBC)
Capital Group’s weird passive bravado (FT)
MiB: Jeff Chang, President and Co-Founder of Vest (MiB)
Causeway Capital: Korea’s Rally—More Than Memory (Causeway)
Miller Value Partners: Historic Valuation Gaps Are Pointing to a Major Market Shift (Miller)
This week’s best value investing news:
Could Value Stocks Benefit from the AI Rout? (Goldman Sachs)
Ben Graham Was Wrong (Mojo)
Value investing’s pulse returns, showing predictable swings in value-growth performance (phys)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
The Widest Valuation Gap in History | Rob Arnott on What Investors Are Missing About AI (ER)
4 steps to find winning software stocks with Ben Arnold (EM)
Inside the Mind of Robinhood Co-Founder Vlad Tenev (Parrish)
MEBISODE: Even Berkshire Underperformed (Meb)
On AI Eating The World (Vitaliy)
High Conviction (MCC)
Angus Fletcher – The Biggest Mistake We Made About Intelligence (IL)
John Arnold – China, Energy Markets and Fixing America’s Systems (ILTB)
Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (CA)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
How AI Can Help Find the Needle in the Haystack (AlphaArchitect)
Cryptos, Stablecoins and Sovereign CBDCs (AllAboutAlpha)
Retail investors love hard to value stocks (DSGMV)
This week’s best investing tweet:
Foundations: U.S. Market Structure & Value
Powerful Trends, Increasing Fragility & Coiled Tension
I have been attacking the narrative, warning of failed expectations.I have yet to tackle directly the overvaluation of the market itself, which is generally a good thing – for a… pic.twitter.com/Vh7xPRBGWd
— Cassandra Unchained (@michaeljburry) March 3, 2026
This week’s best investing graphic:
Ranked: The World’s 50 Most Valuable Companies in 2026 (Visual Capitalist)
