11 Articles We Are Reading This Week

1. Bull rhymes - Howard Marks

2. Bear markets - Joe Wiggins

3. Growth traps - Ben Inker

4. Private equity - Dan Rasmussen

5. Attention span - Tom Morgan

6. Good authority - Frank Martin

7. Inflation effects - Aswath Damodaran

8. Wealth transfers - Michael Mauboussin

9. Honeybee trucking - Alyssa Sporrer

10. Endless uncertainty - Morgan Housel

11. Inflation and capital - Jason Zweig

Letters, Presentations, Writeups...

Industry Insights: auto | baby formula | crypto | housing | oil | ride sharing

Letters & Commentaries: Berenberg | Goehring & Rozencwajg | Horizon | Lux Capital | Merrill | Moody's | Nordstern | Rhizome | Sequoia | Voss Capital

Company Writeups: Block (Cash App) | Intel | Nexstar Media | Snap | T. Hasegawa | Twitter | Warner Bros. Discovery | Zengame Technology

Company Slides: A&F | Agilent | Alibaba | American Eagle | Autodesk | AutoZone | Big Lots | Box | Canadian Solar | Dell | Farfetch | Frontline | Gap | Macy's | NetEase | Nordstrom | RBC | Snowflake | Star Bulk | Urban Outfitters

Quote We Are Contemplating This Week

5 Podcasts We Are Listening to This Week

1. TWIII - Elliot, Phil, John on the growth curves of growth companies

2. Odd Lots - Kevin Zhou on the implosion of Terra Stablecoin

3. Tim Ferriss - Ed Thorp on blackjack and beating the stock market

4. Business Brew - Sean Stannard-Stockton on managing volatility

5. Investing with Legends - Allison Fisch on emerging market value

5 Videos We Are Watching This Week