Bonus Content Archive

I Beg to Differ; Success and Failure in M&A Execution; Horizon Kinetics Q2 Commentary; Structure and Decision-Making in Corporate Venture Capital; How Price Shocks Scar Consumption for Life; “The Haves and the Have-Yachts”; “Meet the Mother-Daughter Mutual Fund Team ...”; “My 25-Year Battle Against Corporate Claptrap”

Oakmark International Q2 Commentary; A Skechy Investment; Oakmark Select Q2 Commentary; Investing in the Age of Transformation; A Pricing Paradox; “How Brookfield Avoided Slamming Into a Brick-and-Mortar Wall”; “Corporate Good vs. Social Good”; “How to Have More Successful Conversations”

Bill Nygren Market Commentary; Investors Still Seem Too Comfortable; Bill Ackman on Inflation II; Shelter from Tightening Liquidity; Predictably Bad Investments; How Should Investors Value Gold?; “What Separates Hitmakers from One-Hit Wonders”; “How ByteDance Became the World’s Most Valuable Startup”

Ruane, Cunniff & Goldfarb Investor Day; Top Takeaways From 2Q2022; Seeking Growth Across the Globe; No Excuses: Plan Now for Recession; Powering Down; Retail Investor Trade and the Pricing of Earnings; “Believe It or Not, the Market Has Three Silver Linings”: “Masters of the Bubbleverse”

Misvaluation and Corporate Inventiveness; Bear Markets Signal Leadership Change; How Should Investors Value Gold?; Are Retailers Losing Money on Loyalty Programs?; The Coming Stagflation; “Prepare for an Ad-Less Future on Google”; “The Incredible Shrinking Car Dealership”; “Everything Is Getting More Expensive, Except for Starting a Hedge Fund”

Protecting Your Portfolio from Inflation After the Fact; Is Gold the Answer?; Why Compounding is So Difficult; Pay Dirt; Darkness ... then Dawn; “The Dumbest Meme Stock Yet”; “Can Wine Make You A Better Investor?”; “Digital Distress”

Bull Market Rhymes; Growth Traps Snap Shut; Horizon Kinetics Updated Interim Commentary; Pershing Square New York Fed Presentation; An Account from China’s “Zero-COVID” Frontline; “Shrinking the Gap”; “Markets Are Reverting Back to Rational Investing”; “The Promise and Pitfalls of Investing for Change”

Horizon Kinetics Interim Commentary; 10% Inflation to Come?; Does the Equity Market Know Something Fixed Income Doesn’t?; Solar and Wind Power by Country; Differences in Susceptibility to Financial Bullshit; Spring 2022 Graham & Doddsville; “We are Now Living in a Totally New Era”; “TSE Boss tells Japan to Embrace Activist Investors”

Horizon Kinetics Q1 Roundtable Discussion; Vulcan Value Partners Q1 Commentary; Widening the Lens on Markets & Growth; Bill Nygren Q1 Commentary; We Live in a Finite World; Rising Risk of Stagflation; Bruce Flatt Interview; “Corporate Excess”

Top Takeaways from Oaktree’s Q1 2022 Letters; The Biggest Risk to Portfolios Today; Strange Things Are Afoot at the Circle K; Pershing Square Manager’s Report; The Turn in Value is Just Getting Started; Charlie Rose Interview with Warren Buffett; “@elon”; “SPACs Have Underperformed the S&P 500 by a Stunning Margin”

The Pendulum in International Affairs; The Start of a New Investment Paradigm; Russia, Risk, and Decision-Making; The Case for Energy and Defense Stocks; Trading Places; Strong Sell Opinion: Stryker Corp.; Jamie Dimon Annual Letter; Book Review: The Synergy Solution

Russia-Ukraine War Has Lasting Implications for Investing; Inflation’s Near-Term Surprise; Beyond Fundamentals: A Conversation with Accenture; Can Value Investing Work in Emerging Markets?; Interview with Neil Vogel, CEO of Dotdash Meredith; “Secrets of a Stockpicking Star”; “Can Goldman Sachs Straddle Wall Street and Main Street?”

Engaging Opportunities Amid Volatile Markets; A Message on the Crisis in Ukraine; Has the Bubble Already Deflated?; GMO Q4 2021 Letter; The End of the Capital Gains Era; The Commodities Quandary; Interview with Hyatt Hotels CEO; Daily Journal Annual Meeting with Charlie Munger

Pershing Square Investor Update Presentation; Baupost Group 2021 Annual Letter; Vulcan Value Partners 2021 Annual Letter; Third Point Q4 2021 Letter; Greenlight Capital Q4 2021 Letter; Peloton: A Call For Action; The Maltese Falcoin; “Therapy for Crypto Addicts”

Aha! Interest Rates Do Matter; Goodbye, Value Winter; Macro and Societal Shifts in Residential Real Estate; Baron Funds Quarterly Report; “The Moral Calculations of a Billionaire”; “The Winter of Our Discomfort”; “Why Is Matt Damon Shilling for Crypto?”

Let the Wild Rumpus Begin; Reports of Value's Death May Be Greatly Exaggerated; Objectionable Content; “There Will Never be a Post-Covid World”; “Last Sane Man on Wall Street”

Selling Out; Inflation Is Here! What Now?; Entrenched Perceptions Ignore Improving Reality; The Trillion-Dollar Fantasy; “Web3”; “Mayonnaise with ‘Purpose’ Rebuke”; “2022 Predictions”

Bill Nygren Q4 Market Commentary; Not So Outrageous ‘Predictions’ for 2022; In Search of Upside; GE’s Transformation Story: A Value Opportunity; Beauty and the Beast; “The ‘To the Moon’ Crash is Coming”; “Money in the Metaverse”