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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 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"