This week’s best investing news:

Warren Buffett becomes the latest billionaire media investor (Fortune)

Bill Ackman Buys 2 Brilliant Artificial Intelligence (AI) Stocks (Yahoo)

Squawk Pod: Mario Gabelli on MSG & Joseph Stiglitz on the Trump economy (CNBC)

The Big Scary Myth Stalking the Stock Market (WSJ)

US Public Equities 40% More Expensive than Non-US Equities (Apollo)

Why we’re buying software today (Oakmark)

Weaponized Risk Models (Verdad)

Big Tech bets big on bonds (Axios)

Advise boldly, invest wisely. (Daily Upside)

The 34% Return I’m Glad I Missed (HD)

‘Revenge Of The Dinosaurs’ (Felder)

AI Fear Trade, Emotional Markets, Avoiding Value Traps, and Current Opportunities (Huber)

Equity Investors Could Learn From Art History (R&T)

The Eternity of Intelligent Investment (Kingswell)

[Outliers] Phil Knight: The Obsession That Built Nike (Farnam)

Why do people invest in expensive stocks? (Klement)

Investment Teams Need Accountability, Trust and Common Goals (BI)

90% of Bonds Outstanding Yield Less Than 5% (Apollo)

Economic data can often be both ‘worse’ and ‘good’ (TKer)

February Views from First Eagle Global Value Team (FEIM)

MiB: Douglas and Heather Boneparth, Money Together (MiB)

Patient Capital 4Q 2025 Quarterly Webinar (PC)

This week’s best value investing news:

S&P 500: Rotation Trade Deepens as Value Challenges Mega Cap Run (investing.com)

Pzena Investment Management Q4 2025 Mid Cap Value Update (Pzena)

Value stocks gain momentum as market rotates (Fox)

This week’s Fear & Greed Index:

This week’s best investing podcasts:

200 Years of Markets in 60 Minutes (Deutsche Bank’s Jim Reid) | #618 (Meb)

Nicolai Tangen: Ambition, Speed, and Being Weird (KP)

Quality of Earnings and Dilution Risk with Ryan Telford (PMC)

A Club Conversation with Michael Liu, Biotech Trading (MCC)

Investing Unscripted (Brewster)

Stan Gregor: What Changes When Revenue Reaches—Then Tops—$5 Million (Barron’s)

Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487) (CA)

Pope-approved stocks, a pitch for the Community Portfolio & currency hedging explained (EM)

When the Data Stops Working | Cameron Dawson and Dave Nadig on What Aggregate Economic Numbers Hide (ER)

Ruslan Fakhrutdinov – Extended Exchange and Vault Tokenization (S7E27) (FWM)

Josh Kushner – Concentration and Conviction (ILTB)

This week’s Buffett Indicator:

Strongly Overvalued

This week’s best investing research:

The Stock Market and Bank Risk-Taking (AlphaArchitect)

Is Quantum Technology the Next Great Alternative Asset? (AllAboutAlpha)

Attention Bias in AI-Driven Investing (CFA)

This week’s best investing tweet:

Eisman podcast, ex $PLTR FDE”Maybe I shouldn’t say this, but within Palantir we sometimes mused that all of the value we provided was just getting all of the people in a room together,,,,literally none of those people had ever been in a room together.”

https://t.co/9W14ypOdD0

— Cassandra Unchained (@michaeljburry) February 18, 2026

This week’s best investing graphic:

Ranked: The Biggest Buyers and Sellers of U.S. Debt (2025) (Visual Capitalist)