Search all previous Issues and Bonus Content:
2022: The Joy of Missing Out; Greenlight Capital Year-End Letter; Everything Old is New Again; Gator Financial Year-End Letter; The Buck Stops Here; Horizon Kinetics Q4 Commentary; The Largest Con in Corporate History; Tom Gayner Interview
Back to the Meat Grinder!; Restore the Magic; Disney Response to Trian Partners; 3 Investment Themes for 2023; “Extremely Hardcore”; “RIP meme stocks. You were terrible investments.”
A Hidden Gem; Price-to-Fantasy Ratio; Oakmark Global Fund Q4 Commentary; Micro and Macro Issues; Thinking About How to Think; “Investors Spent Years ‘Angst-ing’ Over Value”; “From Peak Dollar to Better TV”; “Jim Chanos on Market Misbehavior”
Ten Surprises of 2023; Q4 Takeaways from Oaktree; Horizon Kinetics New Year Letter; ‘Twas the Bill Before Christmas; Interim Risk in Mergers; “A China Optimist’s Lament”; “Best Countries 2022”; “When Larry Fink Interviewed SBF”
> All Issues