11 Articles We Are Reading This Week

1. Art of ideas - John List

2. Easy money - Frank Martin

3. Systems clash - Nassim Taleb

4. Credit spreads - Johann Colloredo

5. Nutella empire - Trung Phan

6. Seize the memes - Elliot Turner

7. Notorious spyware - Ronan Farrow

8. Baker's perspective - Christoph Gisiger

9. Interesting quadrant - Kyla Scanlon

10. Problem with experts - Rohit Krishnan

11. American seriousness - Katherine Boyle

Letters, Presentations, Writeups...

Industry Insights: Asia ETFs | content | energy | media | self-driving cars | water

Letters & Commentaries: CrossingBridge | East72 | Ensemble | Farnam Street | Giverny | GoodHaven | Greenhaven Road | Greenlight | Laughing Water | Moody's | O'Keefe Stevens | Open Insights | Pzena | Third Avenue | TMR | WMKI

Company Writeups: Copart | Coupang | Daseke | GDS | Kura | Markel | Twitter

Company Slides: Alcoa | American Airlines | AT&T | AutoNation | Bank of America | Blackstone | CSX | Danaher | Dow | Equifax | J.B. Hunt | J&J | Lam Research | Lockheed Martin | P&G | Rexford | Steel Dynamics | Tenet | Travelers | Valmont

Quote We Are Contemplating This Week

5 Podcasts We Are Listening to This Week

1. Odd Lots - Jeff Currie on volatility and commodity prices

2. Village Global - Josh Wolfe et al. on reinventing manufacturing

3. Investor's Podcast - Bryan Lawrence on beating the S&P 500

4. Insecurity Analysis - Max Frumes on the Caesar's Palace story

5. Grant's Current Yield - Jonathan Litt on investing in real estate

5 Videos We Are Watching This Week