Bonus Content Archive

The Impact of AI on SaaS; Jamie Dimon Letter to Shareholders; Third Point Year-End 2025 Letter; What’s Going on in Private Credit?; Pershing Square 2025 Annual Report; When Will AI Be Both Powerful and Profitable?; Sarah Ketterer Interview; From Strategy to Shelf

The Reawakening of Value; Hype vs. High Conviction; The Saga of Saga Plc; GMO Quality Strategy Letter; Why Value, Quality, and Momentum Belong Together; War Demand and Old Lessons; Interview with Swiss Re CEO Andreas Berger; “When Employees Feel Slighted”

Bricks and Bytes: How Deep is Your Moat; 2025’s Implications for the Future; Deep Value; The Most Overlooked Opportunity; Interview with Blackstone President Jon Gray; “Understanding Crypto Sentiment”; “People Pay for the Right to Bid – and Then Overbid”

Quality = Value; The 2026 Global Intelligence Crisis; AI Hurtles Ahead; Equity Dislocation; Managerial Tone Predicts Returns When Text Does Not; “The Value Iconoclast”; Interview with Palantir CTO Syham Sankar; “What’s Your Chronotype?”

Valuing AI; Horizon Kinetics Q4 Commentary; Sequoia Fund Year-End Letter; Correlation Neglect; Dispersion; “Built to Own”; “The Price Tag for Preventing an AI Apocalypse”; “Does Testosterone Affect Men’s Economic Decisions?”

Everything Everywhere All at Once; Latitude Annual Letter; Massif Capital Year-End Letter; Chase the Road Runner; “The Netflix Culture Code”; “Investing & Philanthropy”; Jamie Dimon at Davos

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”

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”