Weekly Summary

06/30/2023

For those busy subscribers that didn’t have much time to read, watch, or listen during the week, and that like to catch up on the weekend, here are a few (~3-6) of the links from this week that stood out to me, in case you don’t have the time to go through all of the weekly posts.

---

Seth Klarman made a very rare appearance on CNBC to discuss the new edition of Security Analysis (Video 1, Video 2). The full interview can be heard via the Squawk Pod Podcast.

Howard Marks made a couple of appearances in the links this past week. First, there was a video of a webcast from a few weeks ago. And then, he was a participant on Oaktree’s The Insight podcast.

The video of David Einhorn’s visit to Cambridge Union last month was released online.

James Montier was on the Odd Lots Podcast to discuss his recent paper on profit margins.

Ed Yong wrote about the current shortages in the cancer-drug market.