Archive Search

Search all previous Issues and Bonus Content:

Search By Keyword:



Browse Bonus Content by Year:
January 21, 2026

Horizon Kinetics New Year Letter; Much Ado About Quality; The Impact of Decreasing Housing Affordability; Reassessing the Measurement of IPO Underpricing; The Visine Effect; Interview with Michael Bloomberg; Quiet Activism at ValueAct; “Why Many M&A Deals Fail”


January 13, 2026

Quality Opportunities in Healthcare; What Goes Up; What Will It Take to Solve America’s Housing Crisis?; When the Future Becomes the Past; “Investing Through Perception Shifts and Market Cycles”; Interview with AT&T Ceo John Stankey; “Robinhood Wants to Become the Next Schwab”; “Warren Buffett: A Question of Character”