This week’s reading and viewing list covers Why International Investing Makes Sense for Long-Term Investors and eta CTO Andrew Bosworth on the Metaverse, VR/AR, AI, Billion-Dollar Expenditures, and Investment Timelines.

 

📚 Meta CTO Andrew Bosworth on the Metaverse, VR/AR, AI, Billion-Dollar Expenditures, and Investment Timelines (Matthew Ball)

🎙️ Michael Mauboussin – Market Concentration, Buybacks & Luck vs. Skill (The Investors First Podcast)

🎙️ Phil Ruvinsky – Sustainable Competitive Advantages in Technology (Value investing with Legends Podcast)

📚 Walter Schloss, Nifty Fifty, Current Market Valuations and Opportunities (John Huber, Base Hit Investing)

📚 Proof international student ‘exports’ are a lie (Leith van Onselen, Macrobusiness)

📚 Why International Investing Makes Sense for Long-Term Investors (John Rekenthaler, Morningstar)

📚 Does value matter anymore? (RBA Advisors (US)

📚 Soldiering Through Life (Kingswell)