There's rather more discussions of swans - and their colors - than you'd usually see.
I finally profiled YCG Enhanced, the not-Yacktman fund run by Yacktman the Younger. He sees himself as a sort of inheritor of his father's "buy the best, skip the rest" discipline. Also a pretty thoughtful options overlay. He writes well enough, and with enough energy, that I'd encourage folks to read some of his original pieces.
Launch Alert for Artisan Select Equity, a multi-cap value strategy from the Global Value team. It's a solid team, but the need to launch the fund might say something about Artisan's domestic lineup.
Ed wrote thoughtfully about the need for a sense of perspective amidst panic, and Lynn talked through being mindful about risk in your portfolio.
Manager changes has a longish discussion of Akre's decision to add a new co-manager and what it means about the evolution of their firm.
Right ... my portfolio discussion, too.
Hope it helps.
David
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-Rhaegon