Josh McKee

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About

Josh McKee

Publishing research on high-quality businesses.

In-depth analyses of public companies: how they make money, what drives their value, and their long-term investment potential.

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Research

Full write-ups are published on The Deep View, my Substack. Nothing here is investment advice.

Card catalog

The library

The letters, memos and newsletters I read on a regular basis.

Letters & memos

  • Berkshire Hathaway letters

    Warren Buffett

    Warren Buffett's annual letters to shareholders, full of investment wisdom and business insight.

  • Oaktree memos

    Howard Marks

    The Oaktree Capital co-founder's memos on market cycles, risk and investment wisdom.

  • Pershing Square letters

    Bill Ackman

    Bill Ackman's detailed investment analyses and market perspectives, in Pershing Square Holdings' reports.

  • Third Point letters

    Dan Loeb

    Dan Loeb's quarterly investor letters discussing market views and investment theses.

  • Consilient Observer

    Michael Mauboussin

    Deep research papers on investment philosophy, strategy and decision-making, with ideas drawn from across disciplines.

  • Graham & Doddsville

    Columbia Business School

    Columbia Business School's investment newsletter, featuring interviews with value investors.

Newsletters

  • Money Stuff

    Matt Levine, Bloomberg

    Bloomberg's Money Stuff newsletter, covering markets, finance and business with unique insight.

  • Stratechery

    Ben Thompson

    Analysis of the strategy and business side of technology and media, and the impact of technology on society.

  • Noahpinion

    Noah Smith

    Economics and other interesting stuff.

Reading list

Hi-fi

Tape deck

Put a mixtape in the deck, or pick up one of the shows I keep in rotation.

Mixtapes

Podcasts

  • Invest Talk

    Daily show

    A daily show covering a wide range of investment topics, with a focus on stock market investing and financial planning.

  • Capital Allocators

    Ted Seides

    Ted Seides interviews institutional investors and asset managers about their investment process and capital allocation decisions.

  • Value After Hours

    Tobias Carlisle, Bill Brewster & Jake Taylor

    A weekly discussion about value investing, business and life.

  • Invest Like the Best

    Patrick O'Shaughnessy

    In-depth conversations with the world's best investors and business leaders.

  • Masters in Business

    Barry Ritholtz, Bloomberg

    Barry Ritholtz interviews influential figures in finance, business and economics.

Rolodex

McKEE, JOSH

Research · high-quality businesses