2025-12-04
We have held shares of Dollar General in our portfolios for many years.
Read the article
2025-11-27
Several of our companies are accelerating their share buybacks
Share buybacks by companies are a phenomenon that often goes unnoticed among investors. Yet it...
2025-11-20
“Know Thyself”
On October 25, I had the privilege of participating in the Forum Investir, an event organized...
2025-11-13
Is Gold a Good Long-Term Investment?
In this final text on Howard Marks’s memos, I thought it would be timely to focus on an...
2025-11-06
Oaktree’s Investment Philosophy
This blog continues the exploration of Howard Marks’ writings and his collection of best memos.
My current recommendation
By Serge Bouchard, 232 pages, 2021, Bibliothèque québécoise
IN FRENCH ONLY
With lyrical and poetic writing, this anthropologist takes us on a journey through Borealia and across the Americas, offering a fresh perspective on history. Along the way, he helps us appreciate the beauty of Quebec and Canada, while highlighting the importance
Recommended by Phillipe
By Serge Bouchard, 232 pages, 2021, Bibliothèque québécoise
IN FRENCH ONLY
With lyrical and poetic writing, this anthropologist takes us on a journey through Borealia and across the Americas, offering a fresh perspective on history. Along the way, he helps us appreciate the beauty of Quebec and Canada, while highlighting the importance
Recommended by Phillipe
By Cal Newport, 304 pages, 2016, Grand Central Publishing
We now live in a world of constant demands on our attention, with endless distractions pulling us in all directions. This book offers practical insight into developing the discipline to fully focus on what truly matters—and to let go of what doesn’t. Since reading it, I’ve been trying to maximize my deep-focus hours at work—not always easy!
Publisher’s website
Recommended by Phillipe
By Michael Connelly, 432 pages, 2025, Little, Brown and Company
I always enjoy Connelly’s books, but I have to say this one stood out. Part of the appeal lies in the lead character—a female investigator—which brings a fresh perspective. What I especially appreciated, though, is that instead of focusing on a single case, the story follows several investigations unfolding at once. It gives the novel a sense of realism, reflecting the way detectives likely juggle multiple files in real life.
Publisher’s website
Recommended by Phillipe
By Guillaume Lavallée, 240 pages, 2024, Les éditions du Boréal
IN FRENCH ONLY
The Québécois author takes us deep into the heart of Gaza as it was before October 7, 2023. This enclave, marked by a fragile existence and the absence of lasting peace, is portrayed with clarity and nuance. In a media and literary landscape largely shaped by Israeli and Western narratives, this powerful book offers a rare and compelling perspective from within Gaza—one that centers the Palestinian experience.
Publisher’s website
Recommended by Phillipe
By Serge Bouchard, 216 pages, 2022, Les éditions du Boréal
[In French only]
This collection of texts, read by the author on the radio, is sublime. His poetic prose is rich and filled with the wisdom of this anthropologist. He uses the black spruce as an anchor to explore themes that have always inspired him. Allow yourself to be carried away by his reflections on the meaning of our lives.
Publisher’s website
