Dear members,

I wish you a terrific week and a wonderful Thanksgiving.

Warmly,

John

Quote We Are Contemplating This Week

11 Articles We Are Reading This Week

1. Barbells - Rohit Krishnan

2. Clean slate - Frederik Neckar

3. Good taste - Paul Graham

4. Cintas story - Shaun Trewin

5. Demand shock - Greg Jensen

6. Bad management - Jason Zweig

7. Faceless platforms - Ben Thompson

8. Maintenance capex - Shivaram Rajgopal

9. Matter of perspective - Ravi Nagarajan

10. Defensive monopolies - Byrne Hobart

11. Expectations investing - Eric Uhlfelder

Letters, Presentations, Writeups...

Industry Insights: e-commerce | fertilizers | fusion energy | healthcare services | nuclear power | programming | shipping | social media | software | venture capital

Letters & Commentaries: Alluvial | Andbank | Arquitos | BIS | Goldman Sachs | Hayden | Invesco | Moody's | Raging | Sicart

Company Writeups: Aersale | Avid | Embracer | Liberty | Nihon Falcom | Rivian | Sempio | Thermador

Company Slides: Deutsche Börse | Jamf | Sea | Subsea 7 | Walmart

5 Podcasts We Are Listening to This Week

1. Neckar's - Sebastian Mallaby on understanding great investors

2. Odd Lots - Joe Weisenthal on fixing the corporate bond market

3. Tim Ferriss - Chris Dixon and Naval Ravikant on tech trends

4. Value Thought - Matteo Pauselli on understanding businesses

5. Behind the Balance Sheet - Quintin Price reflects on his career

5 Videos We Are Watching This Week

Watch CNBC's full interview with Liberty Media Chairman John Malone — www.cnbc.com

CNBC's David Faber sits down exclusively with Liberty Media Chairman John Malone on the company's investor day to discuss competition in streaming and gets his latest outlook for the WarnerMedia-Discovery deal.