11 Articles We Are Reading This Week

1. Dare to be naive - Chris Mayer

2. Kingdom or crown - Emily Holdman

3. Roditi's secretive path - Swen Lorenz

4. Evaluating information - Shane Parrish

5. Russia's crippled economy - Jeffrey Sonnenfeld

6. Getting away with copypasta - Erik Hoel

7. Rules of effective forecasting - Paul Saffo

8. China's underwhelming reaction - Jordan Schneider

9. Understanding a prop-trading leader - Byrne Hobart

10. Cashing in from a nonprofit cemetery - Carson Kessler

11. Minting money from mouthwash sales - Michael Waters

Letters, Presentations, Writeups...

Industry Insights: automobiles | commercial mortgages | consumer technology | energy | housing | semiconductors | software infrastructure

Letters & Commentaries: 1 Main | Alphyn | Bayes | Bireme | Brennan | Bridgewater | DKAM | Ensemble | First Eagle | FPA | Greenlight | Greystone | J.P. Morgan | LRT | Moody's | Morgan Stanley | Schroders | TMR | WMKI

Company Writeups: Intel | Iqvia | Tortilla Mexican Grill | Unit Corp (also here)

Company Slides: APA Corp. | Appian | Bayer | Cheniere | ConocoPhillips | Crocs | Denbury | eBay | Envestnet | Kellogg | Lee | MGM Resorts | Parker-Hannifin | Ritchie Bros. | Synaptics | Teradata | Thomson Reuters | Valvoline

Quote We Are Contemplating This Week

5 Podcasts We Are Listening to This Week

1. Daily Stoic - Morgan Housel on building wealth and happiness

2. MacroVoices - Adam Rozencwajg on the global energy crisis

3. Invest Like the Best - Will Thorndike on long-term investing

4. Grant’s Current Yield - Craig Moffett on the telecom sector

5. Business Breakdowns - Christian Billinger on LVMH's business

5 Videos We Are Watching This Week