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November 15, 2018

Challenging the Conventional Wisdom on Active Management;  What's Behind the Pharmaceutical Sector's M&A Push?;  Estimates Are Hazardous to Your Wealth;  Cycles;  "Can GE Make the Most of its 'Reset Moment'?";  "A Fork in the Road for Avis";  "The Agony of the Value Investor";  Jeff Bezos 1997 Interview

November 9, 2018

Refresh the Recipe;  From Lab to Leader;  Hard to Bargain for a Higher Price;  Scoring the Market Negatives;  Fortune Future 50;  "LendingTree is the Secret Success Story of Fintech";  "This Firm Will Cut Your Pay if You Don't Beat the Market";  "Sears Edward Lampert Coming to Terms with Failure"

October 18, 2018

The Aha Moment;  Pershing Square Starbucks Presentation;  How Banks Can Win in the Housing Ecosystem; Greenlight Capital Q3 Letter;  “Family Business, Premium Performance”;  “What Steve Jobs Might Say to Elon Musk”;  “How Jim Chanos Takes on Markets”;  “How Brand Loyalty is Changing” 

October 11, 2018

Bill Nygren Market Commentary;  The Seven Worst Words in the World;  Snap CEO Memo to Employees;  The Future of Shopping;  Ignored Risks of Factor Investing;  "Jeff Bezos at the Economic Club of Washington"; "GE's Leadership Problem Goes Beyond Its CEO";  "How McDonald's Innovated the Quarter Pounder";  "How Dangerous Is the Corporate Debt Bubble?" 

September 17, 2018

Value and Earnings Estimate Revisions;  Every Day High Price Guaranteed;  Stock Market Nears Full Capacity;  Mutual Fund Flows and Fluctuations in Credit and Business Cycles;  Activists at the Gate; "Advertising in Crisis";  "Can Mark Zuckerberg Fix Facebook Before It Breaks Democracy";  Elon Musk's Infamous Interview; "Money Really Does Lead to a More Satisfying Life"

September 10, 2018

Too Many Clocks;  Talking Worried, but Being Complacent;  Heller House Q2 Letter;  The Efficiency Factor in Stock vs. Index Picking;  Fake News, Investor Attention and Market Reaction;  "Paul Singer, Doomsday Investor";  "Why Every Business Will Soon Be a Subscription Business";  "25 New Words Merriam-Webster is Adding" 

August 20, 2018

Growth Versus Value or Disruptor Versus Disrupted?; Broad Run Investment Q2 Letter; Why Battling Bugs is a Booming Business; Broyhill Mid-Year Letter; When Better Profit Margins Aren't Better for Your Company; Tweedy, Browne Q2 Commentary; Start Small, Think Big, Scale Fast; "Elon Musk's Personal Toll of Tesla Turmoil"

August 10, 2018

Fiduciary Management Q2 Report;  Falling out of Orbit;  To the Board of Directors of Aimia Inc.;  Why Bad Multiples Happen to Good Companies;  A Value Manager in a Growth Shop;  Litman Gregory Q2 Commentary;  “Inside VW’s Big Fix-It Job”;  “Jorge Paulo Lemann and the Era of Disruption”

July 19, 2018

The Jim Carrey Parable;  Transformative Innovations Affecting the Industrial Complex; U.S. Banks: A Time for Transformation; Runway to Growth for Airport Services Companies; Buy High and Sell Low with Index Funds!;  "Long Road Ahead";  "The Leadership Journey of Abraham Lincoln";  "Why Unsafe Thinking Leads to Innovation";  "The Big Question" 

July 5, 2018

Investing Without People; Nestlé Now; Thinking Inside the Box; Debt Song: It's Not a Pretty Song; Jeremy Grantham's "Race of Our Lives" Speech; "The Psychology of Money"; "Can Netflix Please Investors and Avoid the Techlash"; "Where Humans Meet Machines"; Carlos Brito Commencement Address

June 14, 2018

The Compelling Case for Value; The "Retail Apocalypse": How Devastating?; Rewarding the Patient Investor; FPA Crescent Fund Presentation; Better Decisions; "End Quarterly Profit Forecasts"; "Separating Better Data from Big Data"; "Keeping Up With the Joneses"

June 7, 2018

Investor Attention Deficit Disorder; This Race is a Long One; Concrete Evidence of Financial Scheming; Laser Technology Burns New Ground; Innovation and Limits on Personal Freedom in China; “Why You Should Read Those Boring 10-Ks”; “What the Hell Happened at GE?”; “How Did Google Get So Big?”; “Jim Simons, The Numbers King”

May 18, 2018

Tweedy, Browne Q1 Commentary; Transforming Newell Brands; Global Opportunities in Private Banking; Is Investing Starting to Get Difficult Again?; The Impact of Electric Vehicles on Oil Demand; "Passive Investing Could Prove to be an Expensive Mistake"; "Tesla Killers: Rise of the E-Machines"; "Nobody Planned This"

May 10, 2018

Roumell Asset Management Q1 Summary; Yes. It’s a Bubble. So What?; Broad Run Q1 Client Letter; A Mirage of Feelings; What AI Can and Can’t Do (Yet) For Your Business; "The 13 Best Quotes from the Berkshire Meeting"; "What CEOs Get Wrong About Activist Investors"; "Politeness can sometimes hurt more than it helps"

April 18, 2018

The Limits of Theory; The Walter Schloss Archive; Russia: A Riddle Wrapped in an Enigma; Should Banks be Worried?; How CFOs Can Better Support Boards; "The Freakishly Strong Base"; Interview with Frank Blake; "How Failure Makes a Better Leader"

April 9, 2018

Dan Davidowitz Conference Presentation; How an Industry Proved Turbulent for Investors; How Well Do You Compare?; Intelligent Investing in an Unintelligent Landscape; "The Company Controlling Corporate America"; "Facebook's Role in Data Misuse"; "Microsoft's Next Act"; "The Billionaire Whisperer"; "Yale's Most Popular Class Ever"

March 15, 2018

Horizon Kinetics Q4 Market Commentary; Bronte Capital Annual Letter; Finding Value in the Energy Sector: 2018 Edition; O No, Growth Gone Negative; Contemplating Value in Emerging Markets; "The Best Companies to Work For Beat the Market"; "Value Investors Brave Brexit Noise in Bargain Hunt"; "The Social Media Threat to Society and Security"

March 9, 2018

The Search for Sustainable Growth; Howard Marks Client Memo; Semper Augustus Year-End Letter; Trade Wars are Bad, and Nobody Wins; More Trouble for the Equity Markets Ahead; Charlie Munger at Daily Journal Annual Meeting; "How Paul Singer’s Hedge Fund Always Wins"; "Why Big Business Is Racing to Build Blockchains"; "The Next Chapter"

January 19, 2018

Tweedy, Browne Letter to Akzo Nobel Board; Riding Disruptive Innovation's Return Curve; Looking Behind the Numbers for U.S. Stock Indexes; Til Death Do Us Part; Emerging Markets Through the Years; Does it Still Pay to be Profitable?; BlackRock Letter to CEOs; "Gundlach's Forecast for 2018"; "Social Media Is Ripping Apart Society"

January 9, 2018

The Ten Surprises of 2018; Boyar Research Forgotten Forty; Bracing Yourself for a Possible Melt-Up; The Absolute Return Letter; Prudent Speculator 18 for '18; Gold: Connecting the Dots; Interviews with Buffett, Templeton and Wilson; Warren Buffett 1972 Letter to See's Candy; JANA Partners Letter to Apple; "Warren Buffett Shares the Secrets to Wealth"