Weekly Investing Roundup – News, Podcasts, Interviews (07/31/2026)
Thursday, July 30, 2026 · Johnny Hopkins
This week’s best investing news:
Berkshire Hathaway Completes Acquisition of Taylor Morrison (BH)
Pat Dorsey of Dorsey Asset Management: The Nuances of Investing in Moats (CA)
Cashing In Japan’s Cross-Shareholdings (Verdad)
Why Terry Smith is changing his investment strategy (IC)
Jeremy Grantham on long-term investing in a short-term market (MW)
Why Ken Fisher Is Optimistic About European Stocks (Fisher)
GMO 7-Year Asset Class Forecast: 2Q 2026 (GMO)
‘The Biggest Bagholder Operation In History’, Part Deux (Felder)
Would You Ever Underweight Equities? (BI)
The Psychology Behind Building Billion-Dollar Companies | Brad Jacobs (Farnam)
Taking a Loss? (HD)
Keep your politics out of your investments (Klement)
Disastrous, but Committed (Havenstein)
MiB: Lori Heinel, Global Chief Investment Officer at State Street Investment Management (MiB)
4 Ways Portfolio Diversification Has Paid Off in 2026 (Morningstar)
Profit margins are still going up (TKer)
Polen Capital Small Cap Growth Q2 2026 Commentary (Polen)
Mairs & Power Fund 2026 Year-to-Date Update (M&P)
This week’s best value investing news:
Miller Value Partners: Finding Value in a Momentum Market (Miller)
Third Avenue Value Fund Q2 2026 Commentary (TA)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
The Warren Buffett Portfolio: Robert Hagstrom on What Wall Street Gets Wrong About Risk (ER)
Private Equity Unwind with Dan Rasmussen, Founder & Managing Partner of Verdad Advisers (PMC)
Zombie Stocks and Hidden Value With Bob Robotti | #641 (Meb)
John D. Rockefeller: The Principles Behind The Greatest Fortune in History (Parrish)
Sam Altman – How to Make an Abundant Future (ILTB)
It Checks All the Boxes, Except the One that Matters (MCC)
Mustafa Dah: Why Don’t Markets Consistently Price Heat as a Tangible Risk? (EI)
Katie Cullen: What High-Growth RIAs Do Differently (Barron’s)
Building Durable Real Estate Portfolios at Morgan Stanley – Lauren Hochfelder (CA)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
Flying below the radar: Insider trading by executives below the top (AA)
Momentum and network learning (DSGMV)
Weekly Market Report: Real Estate (PAL)
This week’s best investing tweet:
Interesting.
“OpenAI and Anthropic make up 89% of the revenues of the largest AI companies. This isn’t an industry. It’s two subsidiaries of the largest tech companies in the world, doing battle to see who can lose the most money.” https://t.co/ABdMLM0iq5
— Tobias Carlisle (@Greenbackd) July 22, 2026
This week’s best investing graphic:
Investing Through Financial Distress (VC)
