The genre of annual shareholder letter has been an interesting one for a while now. People always talk about what giant insights are to be had in the reading of them, with Warren Buffet's being the canonical example.

I decided I was going to pick a handful of people / firms and read the last few years worth. My goal is to get a pulse of what's going on in key areas, from applied economic thinkers with skin in the game, in order to put a floor on the amount of untethered bullshit and hot takes I have to deal with. Obviously this won't preclude some degree of revisionist history and book-talking, but humans are humans.

Who would you recommend? Why?