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Thoughts Worth Considering

Some of the people and firms from whom we benefit reading.

*Denotes our favorite resources to read.

Above the Crowd (Bill Gurley)
Acquirer's Multiple *
Adventures in Capitalism
Apollo Global Management
AQR
ARK Invest
Artemis Capital Management
Berkshire Hathaway *
Bespoke Invest
Bessemer Trust
BlackRock
Blackstone
Bridgewater
Calculated Risk
Chai with Pabrai
Citron Research
Collaborative Fund *
Commerce Trust Company
Contrarian Edge *
Country Club Trust Company
Cove Street Capital
DoubleLine Capital
Family Office Association
First Round
Focused Compounding
FTW Investments
Giverny Capital
GMO Asset Management
Goehring & Rozencwajg
Guggenheim Investments

Hindenburg Research
Hoisington Investment Management
Horizon Kinetics *
Hussman Funds
KKR
Lyn Alden Investment Strategy *
Markel Corporation
Midwest Trust
Miller Value Partners
Muddy Waters Research
Musings on Markets *
Oaktree Capital Management *
O'Shaughnessy Asset Management
Palm Valley Capital Management
Permanent Equity *
Pershing Square Holdings
Pragmatic Capital (Orcam Group)
Saber Capital Management
Saga Partners
Schroders
Semper Augustus Investments Group
Sparkline Capital
Sprott
The Felder Report *
Trian Partners
Value Investors Club
Vanguard Group
Variant Perception
Verdad Capital (Featured Thinking) *
Woodlock House Family Capital

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