Lead · Financial Times · 4h ago
Diamondback nears $5bn deal to expand drilling in oil-rich Permian Basin
Acquisition would be latest in the heartland of the US shale boom amid volatile energy prices caused by Iran war
The Wire · News & listening
Headlines from the major business desks, tagged by what matters to a long-term owner: capital allocation, management, earnings, distress. Then the long-form shows that teach how great businesses are built.
The listening room
Fresh episodes from the shows value investors actually finish. Links open the publisher’s page. We don’t host or re-publish audio.
Lead · Financial Times · 4h ago
Acquisition would be latest in the heartland of the US shale boom amid volatile energy prices caused by Iran war
Financial Times18h ago
Private capital firms in advanced talks to acquire majority stake in eyewear chain after Middle East deal drought
CNBCNov 12
Cosm has secured a new studio partnership with Disney that will bring "Star Wars: A New Hope" to its domes as part of a multiyear, multifilm collaboration.
WSJJan 24
The European Commission said that the parties’ offer to sell five of International Paper’s plants in Europe fully addresses its competition concerns over the deal.
Ben Gilbert & David Rosenthal
Multi-hour histories of great companies: how the moat was actually built.
Colossus
One business per episode, dissected by an investor who owns or studied it.
Patrick O’Shaughnessy
Long conversations with investors and operators about how they think.
Columbia Business School
From the home of Graham & Dodd: conversations with the great value investors.
The Investor’s Podcast Network
Buffett, Munger and value-investing fundamentals, made approachable.
David Senra
Biographies of history’s great builders. Learn to judge management.
Shane Parrish
Mental models and decision-making, in the spirit of Charlie Munger.
Ted Seides
Inside the endowments, family offices and managers who allocate capital.
Bloomberg
The plumbing of markets and the economy, explained by the people who run it.