Shareholder Letters From Top Leaders Content Archive

49 posts · Page 1 of 1

1. Howard Marks: Private credit's 1929 echo2026-05-17
2. Buffett: The Gotrocks fable and Newton's Fourth Law2026-05-19
3. Ackman: permanent capital as a structural edge2026-05-20
4. Greg Abel — the stewardship letter2026-05-21
5. Howard Marks — AI Hurtles Ahead2026-05-22
6. Howard Marks — It's not what you buy2026-05-23
7. The discipline to shrink: Buffett's 2004 portrait of NICO2026-05-24
8. "Genetically programmed": Buffett's 2006 specification for a great investor2026-05-25
9. When the tide went out: Buffett's 2007 guide to great, good, and gruesome businesses2026-05-26
10. Five moves from Buffett's 2008 crisis letter2026-05-27
11. Six moves from Buffett's 2009 letter2026-05-28
12. How the economic machine works: Dalio's framework2026-05-29
13. Buffett 2010 — BNSF, GEICO's hidden goodwill, and the cost of free capital2026-05-30
14. Buffett 2011 — the gold cube, the IBM paradox, and "I was dead wrong"2026-05-31
15. Buffett 2012 — "We do better when the wind is in our face"2026-06-01
16. Buffett 2013 — The index-fund will and six moves that explain it2026-06-02
17. Buffett 2014 — The golden anniversary letter2026-06-03
18. Buffett 2015 — The succession blueprint and the endless gusher2026-06-04
19. Buffett 2016 — Washtubs, not teaspoons2026-06-05
20. Buffett 2017 — "Performance comes, performance goes. Fees never falter."2026-06-06
21. Buffett 2018 — "We are gloriously lucky to have that force at our back"2026-06-07
22. Buffett 2019 — "An element of compound interest operating in favour"2026-06-08
23. Buffett 2020 — The math of repurchases "grinds away slowly, but can be powerful over time"2026-06-09
24. Buffett 2021 — "Bull markets breed bloviated bull"2026-06-10
25. Buffett 2022 — "The weeds wither away as the flowers bloom"2026-06-11
26. Buffett 2023 — "Charlie was the architect"2026-06-11
27. Buffett 2024 — "$1 million every 20 minutes"2026-06-12
28. Gross 2024 — "Total Return is dead"2026-06-13
29. Gross 2011 — "Devil's Bargain"2026-06-13
30. Gross 2009 — "Midnight Candles"2026-06-14
31. Gross 2008 — "There's a Bull Market Somewhere?"2026-06-17
32. Gross 2007 — "What Do They Know?"2026-06-24
33. Gross 2026 — "Hegemonic glory"2026-07-01
34. Marks: Ask the price first2026-07-08
35. Genius Isn't Enough: Howard Marks on Leverage, Hubris, and Margin for Error2026-07-15
36. Bill Gross on the price of being overlooked2026-07-22
37. Bill Gross: Rates Before Stories2026-07-29
38. Bridgewater: Don't Make AI Your Inflation Hedge2026-08-05
39. Bill Gross: A Cane for a Wobbling Market2026-08-12
40. Bill Gross: The AI winner is only half the bet2026-08-19
41. Howard Marks: Don't go all-in, don't stay all-out2026-08-26
42. Bridgewater's new paradigm: Growth with three portfolio exposures2026-09-02
43. Bridgewater on the resource grab: Why physical assets beat paper claims2026-09-09
44. Ackman: Why a 20% grower can fall 5.5% in a quarter2026-09-16
45. Howard Marks: The Treasury bought its own bonds. The 30-year still closed at 5.37%.2026-09-23
46. Bridgewater: carbon pricing covers 29% of global emissions. The investment decisions came first.2026-09-30
47. Howard Marks: There are only two asset classes2026-10-07
48. Buffett 1989 — "Time is the friend of the wonderful business"2026-10-14
49. Bridgewater: 35% on AI tokens, and why an AI bull wants it2026-10-21

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