A space where we share a selection of thought-provoking content that we've recently come across.

Alex shares his investing journey, the power of compounding knowledge, and the importance of a long-term perspective in investing. What sets Unison apart is our commitment to a concentrated value investing strategy, which comprises fewer than 1% of global equity capital. He also shares our thoughts on Deere, a position we initiated last year.

A rich interview covering Ken's early days starting Citadel, the importance of putting yourself in a learning-rich environment and identifying competitive advantages. Ken cited a fascinating stat that his best portfolio managers at Citadel are only right 54% of the time. What separates the great investors from the rest is the ability to press when you have an advantage and to move on quickly from mistakes.

A new report from Apollo details the impact of tariffs on the US economy, showing how both consumers and firms are reacting. The analysis indicates companies are seeing downward revisions to earnings expectations and falling new orders, while consumers face record-low confidence and are changing spending habits, including front-loading purchases and reducing tourism. The report suggests these responses, alongside rising inventories and increasing cost pressures, paint a picture of significant economic adjustments in response to the tariff environment.

NVIDIA's accelerated one-year AI chip release cycle is forcing server giants like Dell, Lenovo, and Supermicro to rapidly adapt their product development and sales strategies. The article explores how these OEMs are navigating the pressure to deliver cutting-edge AI infrastructure faster than ever, facing challenges in managing inventory and customer expectations as new generations quickly supersede the old. Discover how the industry is learning a "new muscle" to keep pace with this rapid technological evolution.

Discover the incredible story of Joe Rosenfield, a truly remarkable investor you've likely never encountered, whose long-term, unconventional approach helped transform Grinnell College's endowment from $11 million to over $1 billion. Lauded by Warren Buffett as a "triumph of rationality over convention," Rosenfield's philosophy centered on buying great companies and holding them for decades, making him a quiet giant in the investment world. Learn invaluable lessons from his patient, buy-and-hold strategy that defied market noise for decades.