LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland
Jan. 11, 2025, 2:08 a.m.
ASML's Strategy to Extend Moore's Law
Jan. 7, 2025, 9:50 a.m.
OpenAI says it knows how to make superintelligence now
Jan. 7, 2025, 1:32 a.m.
Comparing the Financials of Databricks and Snowflake
Dec. 30, 2024, 11:35 p.m.
The Future of TV or Just Another Netflix Hit?
Dec. 19, 2024, 12:10 a.m.
Data Update 2 for 2025: The Party Continued for US Equities
Jan. 17, 2025, 9:37 p.m.
Data Update 1 for 2025: The Draw (and Dangers) of Data!
Jan. 10, 2025, 10:34 p.m.
For the fun of it: An Open House for my Spring 2025 Classes
Dec. 11, 2024, 5:11 p.m.
The Siren Song of Sustainability: The Theocratic Trifecta's Third Leg!
Nov. 14, 2024, 11:02 p.m.
The Wisdom (and Madness) of Crowds: Political Markets as Election Predictors!
Nov. 7, 2024, 10:29 p.m.
The Sugar Daddy Effect? Corporate Venture Capital, Sovereign Wealth Funds and Green Investing!
Oct. 28, 2024, 8:08 p.m.
A Big Tech Breakup: Cui Bono?
Oct. 18, 2024, 10:15 p.m.
Just do it! Brand Name Lessons from Nike's Troubles!
Oct. 1, 2024, 9:40 p.m.
Fed up with Fed Talk: Central Banking Fairy Tales and Facts!
Sept. 20, 2024, 7:56 p.m.
Dealing with Decline: Intel, Walgreens and Starbucks put to the test!
Sept. 10, 2024, 1:43 a.m.
The Power of Expectations: Nvidia's Earnings Report and Market Reaction
Sept. 6, 2024, 1:48 a.m.
Beat you Bot: Building your moat against AI!
Aug. 28, 2024, 9:07 p.m.
Chapter/Session 16: Investing in Middle Age
Aug. 19, 2024, 11:38 p.m.
Chapter/Session 17: Investing in Decline
Chapter/Session 18: Managing across the life cycle
Chapter/Session 19: Aging with grace!
Chapter/Session 20: Lessons for the Road
Chapter/Session 15: Investing in Youth
Chapter/Session 14: Investment Philosophies 101
Aug. 19, 2024, 11:37 p.m.
Chapter/Session 13: Valuing and Pricing Declining Firms
Chapter/Session 12: Valuing Mature Firms
Chapter/Session 11: Valuing Growth Firms
Chapter/Session 10: Valuing and Pricing Start-ups and Young High Growth Firms
Chapter/Session 9: Valuation and Pricing 101
Chapter/Session 7: Business Financing across the Life Cycle