Bonus Content Archive

Speculation and Investment; How a Pair of Chip Companies Came to Hold the Keys to Everything; Third Point Q1 Investor Letter; Supercycle or Not?; Portfolio Managers Also Code; Stanley Druckenmiller Interview; Graham & Doddsville; The Pied Piper of SPACs

Value Stocks – Still Plenty of Fuel in the Tank; Climate Transition Investing for U.S. Investors; Will the Hot US Housing Market Continue?; Why ‘Digital’ is No Different When It Comes to Valuation; Sam Zell on What Commercial Real Estate's Rebound Could Look Like; Howard Marks Conference Presentation; “The Daunting Challenges Facing the World’s Largest Retailer”; “5 Mistakes We Make When We’re Overwhelmed”

Horizon Kinetics Q1 Letter; A Year of Investing in Quality Cyclicals; Jonathon Jacobson and Staley Cates; The Year of Living Dangerously; Now is the Time to Stress-Test Your Industrial Supply Chain; “Intel’s Latest Hail Mary”; “Berkshire Investors are Ready for a Future After Buffett”; “Jim Grant: The Fed Cannot Control Inflation”

Yen Liow at Capstone Student Investment Conference; Oakmark Equity and Income Fund Q1 Letter; Greenlight Capital Q1 Letter; Who is Shaping the Future of Autos?; Why Investing in Nature is Key to Climate Mitigation; Cliff Sosin Interview; “Coinbase: Justifying its market cap”; Helping Emerging Manager Stockpickers

Bill Nygren Market Commentary; Rethinking Risk; The Future of Customer Experience; Leaning Toward Value; Jamie Dimon Shareholder Letter; “Is Apple’s Privacy Push Facebook’s Existential Threat?”; “Booking.com’s CEO: ‘A long road ahead’ for recovery”; “Challenging Google’s Search Engine Monopoly”

The Duration of Value and Growth; Three Quality Business Models; Is Your Portfolio Prepared for Inflation?; Diverse Hedge Funds; Mark Zuckerberg Interview;  “Rethinking and Remaking General Electric”; “Scandal, Lawsuits, and Cultural Upheaval at McDonald’s”; “God and Man Collide in Bill Hwang’s Dueling Lives

2020 In Review; Online Gambling Comes of Age; Digging for Value in Struggling European Stocks; COVID Accelerated the Future: Now Seize It; A SPAC-Tacular Distraction; Japan Value: An Island of Potential; “Inside Artisan’s Battle With Danone”;  “The Shape of Global Recovery”

Greensill Revisted; Big Market Delusion: Electric Vehicles; The Impact of Covid-19 on Capital Markets, One Year In; Global Value Technology Stocks are Proving Resilient; Investor Meetings and Expected Returns; “What Matters in 10 Years?”; “What’s Mine Is Ours: How Consumption is Changing”; “The U.S. Recovery’s Promising Moment”

Nomad Investment Partnership Letters; The Trade of the 2020s; Boomer Knows Best; Corporate Adolescence: Why Did 'We' Not Work?; How Capital Markets Keep Us Connected; Charlie Munger at Daily Journal Annual Meeting; “10 Breakthrough Technologies 2021”; John Malone Interview

Third Point Q4 Letter; Investing in Real Estate in a Dynamic Market; Brookfield Asset Management Shareholder Letter; Research Report: Leidos Holdings; America 2021: Rebuilding Lives and Livelihoods; Cliff Sosin Interview; “Why You Need a ‘Challenge Network’”; “Cryptocurrency Fascination”

Growth Markets Meet Tangible Assets; GE: Larry Culp on Lean Manufacturing, Culture and COVID; Greenlight Capital Q4 2020 Letter; Inflation: The Game Has Shifted; The Cost of Absurdity; Paul Singer Interview; “What Wall Street’s ‘Short Squeeze’ Means”; “Can Anyone Fix Wells Fargo?”

Why We Do Not Own Shares in Alibaba; Pulling the Plug; Why Boutiques Have an Advantage; Delighting in the Possible; The Merits of Fire Sales and Bailouts; “How I Make Amazon’s Highest-Stakes Decisions”; “Zombies on the Rise”; “8 Questions to Ask Other Than ‘What Do You Do?’”

Something of Value; Technology’s Rising Importance in Emerging Markets; Bill Nygren Market Commentary; Nine Keys to Becoming a Future-Ready Company; Bitcoin: Magic Internet Money; Interview with Stephen Mandel; “Has Tech Destroyed Society?”; “Why ESG Funds Fail to Scale”

The Next Normal Arrives; Orbis International Commentary; Back to (the New) Normal; “A Repellant Investment”; Waiting for the Last Dance; Is the Value Paradigm Still Relevant?; Charlie Munger Q&A; “Shigeru Miyamoto Wants to Create a Kinder World”