11 Articles We Are Reading This Week

1. Harder science - Matt Clancy

2. Mental tension - John Huber

3. Market memory - Frederik Gieschen

4. Collison brothers - Alex Konrad

5. Greatest investors - Scott Reardon

6. Cultural transmission - Rex Woodbury

7. Risk and credit spreads - Johann Colloredo-Mansfeld

8. Downfall of drug cartel - Max Daly

9. Coke a hundred years ago - Jacob McDonough

10. Choosing from bad options - Ravi Nagarajan

11. Inefficient market hypothesis - Jack Raines

Letters, Presentations, Writeups...

Industry Insights: ads | battery metals | cities | esports | gambling | nuclear energy | ocean freight | oil and gas | railroads | real estate | stretch wrap

Letters & Commentaries: Crescat | Cypress | Gardner Russo & Quinn | Greenhaven Road | Merrill | Moody's | Richard Bernstein Advisors

Company Writeups: Brunswick | Yum China

Company Slides: Ciena | Elastic | Hormel Foods | HP | NetApp | Pure Storage | SpartanNash | StoneCo | Toro | Veeva | Victoria's Secret

Quote We Are Contemplating This Week

5 Podcasts We Are Listening to This Week

1. Long View - Cliff Asness on low returns, the case for alternatives

2. Straight Talk - Jeremy Grantham on his path and today's market

3. Business Brew - Amanda Agati discusses her investment outlook

4. In Good Company - Jean-Jacques Guiony gives a peek into LVMH

5. Unlimited Partners - Brent Beshore on Permanent Equity's strategy

5 Videos We Are Watching This Week