What I Wish I Wrote ~ June 19, 2015

Howard Mark’s latets memo “Risk Revisited Again” (Market Folly)

Lesson from market extremes. Another look at glamour stocks versus value stocks (The Investor’s Field Guide)

More on the potential consolidation and vertical integration of content creators. Why Did John Malone Invest in Lions Gate? (Punch Card Investing)

Make more money by doing (and listening) less (Abnormal Returns)

John Deere (DE) Great “Cannibal” or Value Trap? (Value and Opportunity)

Dividend growth analysis on Union Pacific (UNP) (Dividend Growth Investor)

Industry outlook for railroad companies (Morningstar)

Boeing (BA): A Bright Market Outlook For The Jet Maker (Seeking Alpha)

The rest of the U.S. is catching onto the delicious Avocado. Calavo Growers (CVGW) is a way to invest in the trend. (Scott Fearon)

Why Mastercard (MA) will surge (Barron’s)

Why I hate the Fitbit IPO (and you should, too) (MarketWatch)