Junto newsletter

The Sunday Briefing Newsletter

Each email includes the best stuff I’ve read, a business of the week, a quote of the week, and one short idea to ponder.

Join the newsletter for free today.

No spam. Only valuable insights.

All Sunday Briefings

Read past issues of the newsletter.
DateTitle
January 9, 2022Sunday Briefing: On anchoring, starting with ‘A’, free stuff, and the institutional imperative
January 2, 2022Sunday Briefing: On Adyen, house money, and Shein
December 19, 2021Sunday Briefing: On buybacks, Autodesk how to become a great investor
December 5, 2021Sunday Briefing: On Constellation Software, Topicus.com, Netflix, and Tiger Global
November 28, 2021Sunday Briefing: On financial repression, pushing and pulling goals, and Howard Mark’s latest memo
November 21, 2021Sunday Briefing: On Constellation Software, complexity investing, and narrative distillation
November 7, 2021Sunday Briefing: On principles, checklists, streaming wars, and forecasting in a complex world
October 31, 2021Sunday Briefing: On Peter Bernstein, risk and reward, and intelligence vs. genius
October 25, 2021Sunday Briefing: On Disney, David Swenson, and investing religion
October 17, 2021Sunday Briefing: On economies of scale, economies of scope, a mental model for business, and Chewy
October 10, 2021Sunday Briefing: On organizational design, Teledyne, and Carvana
October 3, 2021Sunday Briefing: On complex adaptive systems and Bayes’ theorem
September 27, 2021Sunday Briefing: On Norbert Lou, Twitter, and history
September 19, 2021Sunday Briefing: On stock market models, predictions, mathematics, and internet monopolies
September 12, 2021Sunday Briefing: On macroeconomic measures, knowledge, and integrity
August 29, 2021Sunday Briefing: On Airbnb, learning, and introverts
August 22, 2021Sunday Briefing: On the Kelly criterion, SPACs, and communication
August 15, 2021Sunday Briefing: On ovarian lotteries, optimism, and technological hubris
August 8, 2021Sunday Briefing: On Alibaba, Jim Ling and the LTV conglomerate, and how a chess master concentrates
August 1, 2021Sunday Briefing: On China, Charlie Munger, and Li Lu
July 25, 2021Sunday Briefing: On the Kelly criterion, inequality from history, and TSMC
July 18, 2021Sunday Briefing: On accounting books, problem solving, Saudi Aramco, and LVMH
July 12, 2021Sunday Briefing: On The Loser’s Game, Li Lu, the greatest investor you’ve never heard of, and time
June 27, 2021Sunday Briefing: On net-zero emissions, a mental investing trick, leverage points in systems, and bitcoin
June 20, 2021Sunday Briefing: On business schools, geography’s impact on history, and quantum computing
June 13, 2021Sunday Briefing: On efficient markets, Microsoft, how the investing game has changed, evolution, and Nintendo
June 6, 2021Sunday Briefing: On status quo bias in decision making, and dollar-cost averaging
May 30, 2021Sunday Briefing: On productivity, Airbnb, and how people get rich today
May 23, 2021Sunday Briefing: On hassle, the Chinese e-commerce giant Shein, and investor taxes
May 16, 2021Sunday Briefing: On leadership, and the obscenity of private schools
May 9, 2021Sunday Briefing: On averaging down, how to think for yourself, and the difference between moats and durability
May 2, 2021Sunday Briefing: On the secret to success in life, Starbucks’ monetary superpower, and the Berkshire AGM
April 25, 2021Sunday Briefing: On writing online, and how Bill Hwang lost it all
April 18, 2021Sunday Briefing: On Nassim Taleb, Stripe, and the birth of black holes
April 11, 2021Sunday Briefing: On Alibaba, poker, and an investing chat between Li Lu and Bruce Greenwald
March 28, 2021Sunday Briefing: On Jamie Dimon, frauds, and The Meditations of Marcus Aurelius
March 21, 2021Sunday Briefing: On crazy investing facts, books, and mental models to hard problems
March 15, 2021Sunday Briefing: On Amazon, bad decisions, timeless advice, and Buffett
Junto newsletter

We Study Businesses

Studying hundreds of businesses upon businesses helps us know when something wonderful hits our way.

Junto toolbox

Lasting Investing Knowledge

Escape Wall Street's short-sightedness and get sustainable investing knowledge and ideas.

Junto bookshelf illustration

We Loathe "Mind Fast Food"

Expect no fast wrap-ups, click-bait, or empty content. We only write about thoughtful topics of things we have read or experienced ourselves.

Cancel your membership

I’m sorry to see you go.

Every Sunday. Free.

Sign up for the Sunday Briefing newsletter. Each email includes the best stuff I’ve read, a business of the week, a quote of the week, and one short idea to ponder.