Happy Passover, Happy Easter, and Happy Ramadan!

11 Articles We Are Reading This Week

1. Heresy - Paul Graham

2. Power law - Richard Hurowitz

3. Finite world - Jeremy Grantham

4. Marginal content - Ben Thompson

5. Sanctioned money - Michelle Celarier

6. War zone investing - Shree Viswanathan

7. Artificial intelligence - Rohit Krishnan

8. Intangibles, earnings - Michael Mauboussin

9. Employee ownership - Jason Zweig

10. Inflationary pressures - Aaron Pek

11. Returns amid rate hikes - Greg Obenshain

Letters, Presentations, Writeups...

Industry Insights: cloud | energy | gas | gyms | housing | marketplaces | offshore

Letters & Commentaries: Amazon | Black Bear | Desert Lion | ETH Zurich | GMO | JEN | Kanbrick | McIntyre | MITIMCo | Moody's | RBA | Wedgewood | Weitz

Company Writeups: AIS 2022 | ASOS | Kingsgate | Nvidia | SiteOne | Westlake

Company Slides: Ally Financial | BBY | BlackRock | Citigroup | Fastenal | Goldman Sachs | J.P. Morgan | PNC | Rite Aid | State Street | Wells Fargo

Quote We Are Contemplating This Week

5 Podcasts We Are Listening to This Week

1. TWIII - Elliot, Phil, John on investing in the energy sector

2. HC Insider - Daniel Yergin on Ukraine and the energy crisis

3. Compounders - Casey Hoyt on the Viemed business model

4. Contrarian Investor - Leigh Goehring on renewable energy

5. Far From The Finishing Post - Nick Train on patient investing

5 Videos We Are Watching This Week