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October 15, 2021

What to Do in the Case of Sustained Inflation; Did I Miss the Value Turn?; The Power of Evolution; Searching for Companies with Pricing Power; When Do Investors Freak Out?; “Amazon.bomb”; “Culture Club”; “How to Spot a Lie”


October 8, 2021

Anatomy of a Bubble; The Race Is on for 5G Dominance; What Makes a Quality Digital Marketplace?; Bill Nygren Q3 Commentary; Putting the Brakes on Lightspeed; Between the Lines; “A Deeper Look at Financials”; “The Risk Taker”


September 15, 2021

The Healthcare (R)evolution; Finding the Special (Situations) Sauce; Super Cycles: This Time It Might Be for Wheel; Underappreciated Challenges; What Inflation Means for Stock Investors; The Effect of Rest on Analyst Forecast Accuracy; “Where Quoted Investing Meets Venture”; “On Covid, ESG and the Enduring Power of NYC”


September 9, 2021

Third Point Investor Letter; Brookfield Asset Management Q2 Earnings Call Transcript; Regulation or Strangulation?; Finding Defensive Stocks Ripe for Recovery; What’s Your Opinion; “Preparing Berkshire Hathaway for a New Economy”; “We Are Not at All Afraid to Vary From an Index”; “Back to the Seventies?”


August 12, 2021

Value Investing in the Energy Transition; Building Blocks of a Modern Network; Horizon Kinetics Q2 Commentary; Every Business Needs a Full-Funnel Marketing Strategy; Do Activist Directors Add Value?; Steve Mandel Interview; “How We Gain – or Give Away – Authority While Speaking”; “Dealing with Jerks at Work


August 5, 2021

FPA Crescent Fund Q2 Commentary; A “Value Market” with Small-Cap Growth Opportunities; Thinking About Macro; Why Some Retailers Succeed Despite Big Disruptions; Selling Fast and Buying Slow; Charlie Munger Interview; “What Executives Are Saying When They Dodge Questions”; “Better Bosses”


July 22, 2021

Sour on an Oat-lier Investment; Look Inside Hot Products for Transformational Growth Stocks; Liberty SiriusXM: Kings of Capital; The Robots Are Coming; The Dynamics of Inattention; Crimson Connections; “What Good Leaders Do When Replacing Bad Leaders”; “Words and Phrases to Avoid in a Difficult Conversation


July 15, 2021

Bill Nygren Q2 Commentary; Global Transition to a Sustainable Energy Economy; Value Investing in a World of Meme Stocks and #YOLO; Activist Letter to Third Point Investors Limited Board; Li Lu Interview; “My Worst Forecasting Mistake”; “The Mogul and the Monster”; “Brain Hack That Can Help You Make Better Decisions


July 9, 2021

Why the Value Rotation Will Enjoy a Long Runway; What Momentum Investors Will Be Buying in a Year; In China, The Invisible Hand Wears a Red Glove; Big Health vs. Big Tech; Healthcare Stocks: Four Questions for the Recovery; Warren Buffett and Charlie Munger Interview ;  Yen Liow on Capital Allocators Podcast;  Inner Game with Steven Cohen


June 22, 2021

Hindenburg Research on DraftKings; Quality Investing and Inflation; Local Champions in China; Agriculture’s Connected Future; The Art of Short Selling; Japanese Stocks Post-Pandemic; What Investors Miss About Inflation; How Information Gets Distorted


June 15, 2021

Massif Capital Q&A; There Are No Bad Assets … Just Bad Prices; Redefining the Luxury Goods Market; The Value of Value Creation; Interview with Steven Romick; Investors’ Surprising Reactions to the COVID Crash; Cognitive Biases and Mindfulness; PrinciplesYou from Ray Dalio


June 7, 2021

Speculation and Investment; How a Pair of Chip Companies Came to Hold the Keys to Everything; Third Point Q1 Investor Letter; Supercycle or Not?; Portfolio Managers Also Code; Stanley Druckenmiller Interview; Graham & Doddsville; The Pied Piper of SPACs


May 14, 2021

Value Stocks – Still Plenty of Fuel in the Tank; Climate Transition Investing for U.S. Investors; Will the Hot US Housing Market Continue?; Why ‘Digital’ is No Different When It Comes to Valuation; Sam Zell on What Commercial Real Estate's Rebound Could Look Like; Howard Marks Conference Presentation; “The Daunting Challenges Facing the World’s Largest Retailer”; “5 Mistakes We Make When We’re Overwhelmed”


May 7, 2021

Horizon Kinetics Q1 Letter; A Year of Investing in Quality Cyclicals; Jonathon Jacobson and Staley Cates; The Year of Living Dangerously; Now is the Time to Stress-Test Your Industrial Supply Chain; “Intel’s Latest Hail Mary”; “Berkshire Investors are Ready for a Future After Buffett”; “Jim Grant: The Fed Cannot Control Inflation”


April 21, 2021

Yen Liow at Capstone Student Investment Conference; Oakmark Equity and Income Fund Q1 Letter; Greenlight Capital Q1 Letter; Who is Shaping the Future of Autos?; Why Investing in Nature is Key to Climate Mitigation; Cliff Sosin Interview; “Coinbase: Justifying its market cap”; Helping Emerging Manager Stockpickers


April 13, 2021

Bill Nygren Market Commentary; Rethinking Risk; The Future of Customer Experience; Leaning Toward Value; Jamie Dimon Shareholder Letter; “Is Apple’s Privacy Push Facebook’s Existential Threat?”; “Booking.com’s CEO: ‘A long road ahead’ for recovery”; “Challenging Google’s Search Engine Monopoly”


April 7, 2021

The Duration of Value and Growth; Three Quality Business Models; Is Your Portfolio Prepared for Inflation?; Diverse Hedge Funds; Mark Zuckerberg Interview;  “Rethinking and Remaking General Electric”; “Scandal, Lawsuits, and Cultural Upheaval at McDonald’s”; “God and Man Collide in Bill Hwang’s Dueling Lives


March 25, 2021

2020 In Review; Online Gambling Comes of Age; Digging for Value in Struggling European Stocks; COVID Accelerated the Future: Now Seize It; A SPAC-Tacular Distraction; Japan Value: An Island of Potential; “Inside Artisan’s Battle With Danone”;  “The Shape of Global Recovery”


March 16, 2021

Greensill Revisted; Big Market Delusion: Electric Vehicles; The Impact of Covid-19 on Capital Markets, One Year In; Global Value Technology Stocks are Proving Resilient; Investor Meetings and Expected Returns; “What Matters in 10 Years?”; “What’s Mine Is Ours: How Consumption is Changing”; “The U.S. Recovery’s Promising Moment”


March 8, 2021

Nomad Investment Partnership Letters; The Trade of the 2020s; Boomer Knows Best; Corporate Adolescence: Why Did 'We' Not Work?; How Capital Markets Keep Us Connected; Charlie Munger at Daily Journal Annual Meeting; “10 Breakthrough Technologies 2021”; John Malone Interview


February 18, 2021

Third Point Q4 Letter; Investing in Real Estate in a Dynamic Market; Brookfield Asset Management Shareholder Letter; Research Report: Leidos Holdings; America 2021: Rebuilding Lives and Livelihoods; Cliff Sosin Interview; “Why You Need a ‘Challenge Network’”; “Cryptocurrency Fascination”


February 8, 2021

Growth Markets Meet Tangible Assets; GE: Larry Culp on Lean Manufacturing, Culture and COVID; Greenlight Capital Q4 2020 Letter; Inflation: The Game Has Shifted; The Cost of Absurdity; Paul Singer Interview; “What Wall Street’s ‘Short Squeeze’ Means”; “Can Anyone Fix Wells Fargo?”


January 26, 2021

Why We Do Not Own Shares in Alibaba; Pulling the Plug; Why Boutiques Have an Advantage; Delighting in the Possible; The Merits of Fire Sales and Bailouts; “How I Make Amazon’s Highest-Stakes Decisions”; “Zombies on the Rise”; “8 Questions to Ask Other Than ‘What Do You Do?’”


January 15, 2021

Something of Value; Technology’s Rising Importance in Emerging Markets; Bill Nygren Market Commentary; Nine Keys to Becoming a Future-Ready Company; Bitcoin: Magic Internet Money; Interview with Stephen Mandel; “Has Tech Destroyed Society?”; “Why ESG Funds Fail to Scale”


January 7, 2021

The Next Normal Arrives; Orbis International Commentary; Back to (the New) Normal; “A Repellant Investment”; Waiting for the Last Dance; Is the Value Paradigm Still Relevant?; Charlie Munger Q&A; “Shigeru Miyamoto Wants to Create a Kinder World”