Quote We Are Contemplating This Week

11 Articles We Are Reading This Week

1. Diversification - Alicia McElhaney

2. CNN's problems - Clare Malone

3. Munger's remarks - Oliver Sung

4. Paranoid investors - Jason Zweig

5. Shopify’s evolution - Ben Thompson

6. Social impact of tech - Rex Woodbury

7. First-hand experiences - Morgan Housel

8. Amazon's ads business - Trung Phan

9. New chapter for markets - Warren Pies

10. Thinking about endgames - Frederik Gieschen

11. Forbes contributor network - Joshua Benton

Letters, Presentations, Writeups...

Industry Insights: corporate finance | derivatives | natural gas | online dating

Letters & Commentaries: Berkshire Hathaway | Bonsai Partners | JEN Capital | Legacy Ridge | Markel Corporation | Rhizome Partners | Semper Augustus

Company Writeups: Facebook | FRP | Microsoft | Mister Spex | Prosus | Zebra

Company Slides: AB InBev | Alibaba | American Tower | Barclays | Colfax | eBay | IMAX | KBR | Krispy Kreme | LSB | Macy's | Oxy | Pan American Silver | Stericycle

5 Podcasts We Are Listening to This Week

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

2. Business Brew - Simeon Siegel on retail and e-commerce

3. Capital Allocators - Josh Wolfe on caution in venture investing

4. Grant’s Current Yield - Spencer Jakab on meme stock mania

5. Investing by the Books - Robert Hagstrom's The Last Liberal Art

5 Videos We Are Watching This Week