February 13, 2017


The Brazilian Investors Who Control Kraft Heinz Are Applying Their Proven Formula To Construct A New Global Food Colossus. What Will They Buy Next? [FORTUNE]

Golden Exit Packages For Government Service [THE RATIONAL WALK]

How New York City Gets Its Electricity [THE NEW YORK TIMES]

Jeff Immelt On Dealing With Trump and Globalization [BLOOMBERG]

Does Chipotle’s Valuation Offer A Margin Of Safety? [THE RATIONAL WALK]

Orbimed Guru Sam Isaly On Investing In New Era Of Healthcare [GURU FOCUS]

Ariel Investments January 31, 2017 Monthly Commentary



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