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May 14, 2024

Third Point Q1 Letter; Third Avenue Value Q1 Letter; Don’t Cry For Me Argentina; Volatility Ahead?; David Einhorn at Sohn Conference; Establishing a Case for Emerging Managers; Charlie Munger’s Legacy; The Art of Compounding

April 24, 2024

Is ESG Good or Bad?; Short Report on UWM Holdings; India: Cyclical or Structural Opportunity?; A Deep Dive Into Chinese Industrial Production; Cost of Capital and Capital Allocation; Bill Ackman Podcast Interview; “They Are Very Comfortable Lying”; “How Successful People Think”

April 16, 2024

Where to Next for Generative AI?; Record Highs ... But We’re Still Excited; Oaktree Top Takeaways; How Stock Price Volatility Distorts Capital Allocation; Bruce Flatt Interview; Pick and Shovel Play for Life Sciences; Getting Into “The Zone” 

March 27, 2024

The Great Paradox; Avoiding Value Traps; U.S. Industrial Renaissance; Magnificently Concentrated; Equinix Exposed; “AI is Still Just Statistics”; “Easy Money Redux”

March 12, 2024

First Eagle Annual Letter; How To Avoid Another Lost Decade in Equities; The Blue and Yellow Can; Equity Dislocation; An Illusive Turnaround; Third Point Investor Letter; “How Nvidia is Powering the A.I. Revolution”; “The Hidden Costs of ‘Buy Now, Pay Later’”

February 15, 2024

Extending Time Horizons; Interview with Bill Nygren; Money; Drawdowns; Revealed Beliefs about Responsible Investing; The Behavioral Alpha Benchmark; “The Art of Negotiation”; “What is Common Sense”

February 7, 2024

Kopernick Global Year-End Letter; Greenlight Capital Q4 2023 Letter; Horizon Kinetics Q4 Commentary; Third Avenue Value Q4 Commentary; The Big Questions; Venture Predation; “How Much Is Your Favorite Free App Worth?”; “The Psychology of Hoarding”

January 24, 2024

Ten Surprises of 2023: Year End Review; Will We Do the Right Thing?; Indexing the Short Case; Emerging Markets 2024; “The Art of Looking Stupid”; "Pricing Without Mispricing"

January 17, 2024

The Weirdest Market Efficiency in the World; Year Ahead Outlook; Easy Money; Semiconductors, Real Estate and the Japanese Consumer; Leading Platform Companies are Thriving; Volatility Laundering; Contrarian Investing; Investing Skill vs. Luck

January 10, 2024

Oakmark Select Fund Q4 Letter; Oakmark International Fund Q4 Letter; Pattern Recognition; The Four 4s Behind the Opportunity in Japan; The Outlook for 2024-26; How AI-Powered Trading Could Hurt Price Formation; Andrew Brenton Interview; Annie Duke and Howard Marks