Cash is King
April 25, 2025, 5:17 p.m.
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
April 24, 2025, 8:41 p.m.
Microsoft: OpenAI Stake Valued At $147 Bln
April 23, 2025, 2:40 p.m.
The Clues to Trump's Future Tariffs
April 23, 2025, 12:19 p.m.
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
A Few Things We Learned - JFM'23
April 7, 2023, 10:48 p.m.
A Few Things We Learned - Oct/Nov/Dec'22: Link to Deck
Jan. 3, 2023, 6:20 a.m.
A Few Things We Learned - Jan/Feb/Mar'20: Link to Deck
Dec. 4, 2022, 3:32 p.m.
A Few Things We Learned - Apr/May/Jun'20: Link to Deck
Dec. 4, 2022, 3:31 p.m.
A Few Things We Learned - Jul/Aug/Sep'20: Link to Deck
Dec. 4, 2022, 3:30 p.m.
A Few Things We Learned - Oct/Nov/Dec'20: Link to Deck
Dec. 4, 2022, 3:29 p.m.
A Few Things We Learned - Jan/Feb/Mar'21: Link to Deck
Dec. 4, 2022, 3:25 p.m.
A Few Things We Learned - Apr/May/Jun'21: Link to Deck
Dec. 4, 2022, 3:24 p.m.
A Few Things We Learned - Jul/Aug/Sep'21: Link to Deck
Dec. 4, 2022, 3:23 p.m.
A Few Things We Learned - Oct/Nov/Dec'21: Link to Deck
Dec. 4, 2022, 3:21 p.m.
A Few Things We Learned - Jan/Feb/Mar'22: Link to Deck
Dec. 4, 2022, 3:19 p.m.
A Few Things We Learned - Apr/May/Jun'22 : Link to Deck
Dec. 4, 2022, 3:16 p.m.
A Few Things We Learned - Jul/Aug/Sep'22: Link to Deck
Dec. 1, 2022, 2:44 a.m.