Which Investment Letters Do You Find Most Helpful? : r/SecurityAnalysis

Besides Buffett's letters, which most people here already reads, which investment letter do you most look forward to and why? Who do you think are among the most brilliant investors in the world? Thanks. Edit: I am making a website right now to put these "in demand letters" together in one place. Hopefully it'll be ready in 2 weeks. Please PM with your e-mail if you would like to share any letters with me! Thanks! You may also like the letter for Market (MKL). Buffett has stated he liked JPM's letter from Jamie Dimon. And of course. Howard Marks letters are popular too. Baupost, if you can get your hands on them. I like Michael Burry's old letters. Hard to find but really good learning tools. I'm a sucker for Third Avenue Managment's letters. I was already leaning towards value investing, with a real estate and small cap focus...turns out, that's three of their four funds. I use the letters as a starting point for research into new ideas, and I especially love when a stock bleeds from

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