Bonus Content Archive

Third Avenue Value Q4 Commentary; Narrow Markets Are the Exception, Not the Rule; Gator Capital Q4 Letter; DeepSeek FAQ; Greenlight Capital Q4 Letter; Unlocking Hidden Value In a European E&P; “Warren Buffett’s Tab Card Triumph”; “Wealth or Inflation”

2035: An Allocator Looks Back Over the Last 10 Years; Third Point Q4 Letter; Intel’s Death and Potential Revival; Growth is from Mars, Value is from Venus; Still a Large Company Fund; “AI: Are You a Doomer, Gloomer, Zoomer, or Bloomer?”; “The Short Case for Nvidia Stock”

Certainties for an Uncertain World; Bargain, Value Trap or Something in Between?; On Bubble Watch; Charts From the Vault; Hindenburg Research on Carvana; Chris Davis Interview; Li Lu Interview on Charlie Munger