11 Articles We Are Reading This Week

1. China guide - David Kelly

2. Wanting less - Arthur Brooks

3. Trading bans - Ravi Nagarajan

4. After the fact - Morgan Housel

5. Used car madness - Sean Hollister

6. Supply chain battles - Alex Konrad

7. Internet's lost weirdness - Rex Woodbury

8. Danger and opportunity - Aswath Damodaran

9. Apple investment, explained - Trung Phan

10. Unstructured data in investing - Frederik Neckar

11. Optimism, pessimism, cynicism - David Deutsch

Letters, Presentations, Writeups...

Industry Insights: automated trading | banks | crypto | digital ads | fusion | marketplaces | options | real assets | social gaming | software | venture capital

Letters & Commentaries: 1 Main | Desert Lion | DKAM | ETH Zurich | Greystone | Laughing Water | Moody's | OAM | Packer | RGA | Saga | Steel City

Company Writeups: Burford | Costco | Jakks Pacific | Peloton | PSTH | Revlon | Take-Two | Tesla | TSMC | Ulta Beauty | Westwing | XL Fleet

Company Slides: AstraZeneca | Duke | Equifax | Global Payments | Harley-Davidson | Kellogg | MGM | Moody's | PG&E | S&P | Twilio | Twitter | Uber

Quote We Are Contemplating This Week

Chart of the Week: Emerging Equities vs. S&P 500

5 Podcasts We Are Listening to This Week

1. TWIII - Elliot, Phil, John on timely and timeless investing topics

2. Odd Lots - Michael Lewis on the lasting relevance of Liar's Poker

3. Long View - Jeremy Grantham on bubble stocks and value stocks

4. Business Brew - Michael Green on his inelastic market theory

5. Neckar's Insecurity - Tom Morgan on finding flow and resonance

5 Videos We Are Watching This Week