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February 19, 2020

Bill Nygren Q4 Commentary; Amazon’s Free Cash Flow; Horizon Kinetics Q4 Commentary; The Secret Ingredient of Successful Big Deals; 2020 Private Equity Outlook; World’s Most Admired Companies; “How Under Armour Lost Its Edge”; “As the Efficient Markets Hypothesis Turns 50, It Is Time to Bin It”

February 11, 2020

Third Point Q4 Investor Letter; Reports of Value's Death May Be Greatly Exaggerated; Fundsmith Investor Letter; Is the Groupe PSA-Fiat Chrysler Merger ‘Smart Consolidation’?; Greenlight Capital Investor Letter; “One of the Biggest Comebacks in Banking History”; “Just Markets”; “Is Venture Capital Worth the Risk?”

January 23, 2020

4 Traits Asset Managers Need for Success; The Known Unknowns of 2020; Utilities: A Potential New Growth Sector; Don’t Stop Believin’; Does the American Shopping Mall Have a Future?; “What a Difference an ESG Ratings Provider Makes!”; “Airbnb Copes With a Bad Trip on the Road to Its IPO; “The Rise of Re-commerce”

January 16, 2020

The Numbers Behind Successful Transformations; You Bet!; Racing and Rockstars; Saudi Aramco and Changing Global Energy Markets; The Lost Decade for Hedge Funds; “Often the best catalyst is no catalyst”; “25 Ideas That Will Shape the 2020s”; “Geopolitics, Volatility and Opportunity in Asia”

January 8, 2020

The Ten Surprises of 2020; Investing for December 31, 2029; The Future of Parcel Delivery; An Introduction to the Petcare Industry; The Alpha Lifecycle; “How Long Can the Good Times Last?”; “Gut Feelings are Driving the Markets”; “Bosses will pay a price for mixing politics and corporate values”