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Member News and Reading Inspiration
Quote We Are Contemplating This Week
"It’s not the answers that make you good in this business, it’s the questions you ask. If you ask the right questions you will always find out more than the next guy." —Michael Price
11 Articles We Are Reading This Week
Longtermism - Matthew Yglesias
Linear growth - Noah Smith
Taiwan's chips - Jordan Schneider
Position sizing - Javier Perez Alvarez
Inflation lessons - Michael Fritzell
Effective altruism - Erik Hoel
Ten thousand hours - Mark Dykeman
Complexity economics - Taylor Pearson
Building a second brain - Frederik Gieschen
Emerging market cycles - Igor Vasilachi
Singapore's pivotal point - Kalani Scarrott
Letters, Presentations, Writeups...
Industry Insights: biopharma | housing | managed futures | natural gas | nicotine | nuclear | semis | social media | SPACs | venture capital | wind power
Letters & Commentaries: AIMS | Coho | Curreen | Desert Lion | Focus | G&R | GS | HDFC India | Horos | Merrill | Saltlight | Sicart | Sohra Peak | Third Point
Company Writeups: Amazon | Lightwave Logic (short) | Meta (Instagram) | Silicon Motion (merger arb) | Taiwan Semiconductor | TransDigm
Company Slides: Agilent | AMAT | BJ's | Cisco | Despegar | Keysight | Kohl's | Lumentum | SpartanNash | StoneCo | Tapestry | Tencent | Walmart | ZIM
Chart: Value Spreads Back to Tech Bubble Highs
Source: AQR, https://bit.ly/3dNjdop
5 Podcasts We Are Listening to This Week
EconTalk - Tyler Cowen on how (and how not) to identify talent
Compounders - Scott King and Jeff Gorman on value creation
Business Brew - Scott Reardon on learning from great investors
Meb Faber Show - Edward Chancellor on the history of interest
Behind the Balance Sheet - Richard Oldfield on contrarianism