MSA Capital 2021 annual letter (Sytem1, ABF)
Interesting 2021 Letter from a fund I didn’t know: Curreen Capital
2021 Shareholder letter from newly founded REQ Capital (Constellation Software)
Fundsmith 2021 letter to shareholders (Unilever)
Lou Simpson, the legendary CIO of GEICO passed away last week
A great in-depth look into the Beanie Baby Bubble in the late 90s
Joachim Klement with interesting stats on National differences in productivity
The Ray Dalio interview with Lex Fridman recently (on YouTube) was also pretty interesting.