Weekly Summary
01/09/2026
For those busy subscribers that didn’t have much time to read, watch, or listen during the week, and that like to catch up on the weekend, here are some (~3-7) of the links from this week that stood out to me, in case you don’t have the time to go through all of the weekly posts.
J.P. Morgan Asset Management published its 1Q Guide to the Markets.
Reed Hastings spoke with Patrick O’Shaughnessy on the Invest Like The Best Podcast about building Netflix (Video, Podcast).
John Mackey sat down for a conversation with David Senra about building Whole Foods Market (Video, Podcast).
Permanent Equity published Brent Beshore’s 2025 Annual Letter, which I always enjoy reading.
Boyar Research’s flagship publication, The Forgotten Forty, was featured in Barron’s. The article highlights Boyar Research’s investment case for Uber Technologies and UniFirst Corporation, and you can download the Uber and UniFirst reports from the 2026 Forgotten Forty for free by signing up HERE.
The Short History Of... Podcast did an episode on The Louisiana Purchase.
Given recent geopolitical events in Venezuela, Peter Zeihan posted some videos with his thoughts on the situation online (HERE, HERE, HERE, and HERE). We also posted a short, related excerpt from his last book at the end of last Saturday’s post.
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