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February 7, 2023

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


January 25, 2023

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.”


January 12, 2023

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”


January 5, 2023

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”