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April 23, 2019

The Legacy Threat; Advantages of a Global Mindset; Transforming How We Work; Why Do Individual Investors Disregard Accounting Information?; "Fifteen Months of Fresh Hell Inside Facebook"; "How Netflix Expanded to 190 Countries"; "Be Your Portfolio's Designated Driver"; "Whither the McMansion" 



April 16, 2019

The Little Book of Data; Price to Book: The King is Dead; Flying Below the Radar; The Impact of Millennials on the Consumer Discretionary Sector; "Capturing Value in a Merger"; "The World's Gone from Flat, to Fast, to Deep"; "Premortems: Being Smart at the Start"; "Using a Company's Own Words to Assess Its Risks"



April 10, 2019

Doomed to Repeat the Tech Bubble?; Pershing Square Capital Investor Update; The Future of Trade and Value Chains; Growing the Pie; Markel 2018 Annual Report; "Facebook's About-Face"; "The MBA Myth and the Cult of the CEO"; "Was the Stock-Market Boom Predictable?" 



March 19, 2019

Who is on the Other Side?;  The State of Fashion: 2019;  Cook & Bynum Investor Letter;  Activist-Impelled Divestitures and Shareholder;  Davis Financial Fund Annual Review;  "Did Gillette Miss the Mark with Its Toxic Masculinity Ad?";  "View From The Top: Phil Knight";  "A Lifetime of Systems Thinking"



March 11, 2019

Brookfield Asset Management Annual Letter;  Third Point Offshore Annual Letter;  Elevation Capital on Molson Coors;  Mobility's Second Great Inflection Point;  A Future for Value Investing;  "Bill Gates: How We'll Invent the Future";  "Uncertainty in the Global Economy";  "She Never Looks Back" 



February 21, 2019

Vulcan Value Partners Annual Letter;  Broad Run Investor Letter;  The New CFO Mandate;  "Investing Legend Charlie Munger on Investing";  "Only Two Things Matter for the Stock Market";  "Paul Volcker and Ray Dalio";  "Lessons Learned in His First 80 Years" 



February 13, 2019

Sequoia Fund Investor Letter;  GMO Q4 Letter;  Re-DOX of Dot.com Stock Collapse?;  Lazy Prices;  How the Global Meat Market Gets Disrupted;  "JPMorgan Chase's Big Bet on Artificial Intelligence";  Jack Dorsey Rolling Stone Interview;  "The New Hedge Fund Manager Flies Economy"



February 7, 2019

Political Reality Meets Economic Reality; Gator Financial Investor Letter; A better way to anticipate downturns; Horizon Kinetics Q4 Letter; Where Are the Value Funds?; "Growing Faster than the Market"; "Hollywood's New Odd Couple"; "Morality and Money Management"



January 28, 2019

Challenging the Conventional Wisdom on Active Management;  U.S. Consumers Poised to Drive Demand in 2019;  A Perspective on U.S. Retail;  Selling Fast and Buying Slow;  "Investing in Decisions";  "The New Great Game in Asset Management";  "The Most Powerful Person in Silicon Valley"; "Is Waiting a Lost Art" 



January 22, 2019

Buy the Cyclicals, the Unpopular, and the Neglected;  The Old Normal;  What Can We Expect in China in 2019?;  Larry Fink's 2019 Letter to CEOs;  Tweedy, Browne Interview;  "Vanguard's $2.2 Trillion Man";  "On Bubbles, Reflexivity, and Narrative Economics";  "Brian Moynihan Is Wall Street's Most Unlikely Star"



January 7, 2019

The Ten Surprises of 2019; Potential Pitholes of 2019; Ten Trends Shaping Fintech; The Solution to Today's Equity Conundrum; The Challenges of Diversity Investing; "Less is Not Better"; "The Investor That Tripped on GE & P&G"; "'Canada's Warren Buffett' Drives His Own Pickup Truck"; "Leadership in the Storm"