Inside the AdTech Industry: The Trade Desk's Problems & Outlook
March 28, 2025, 12:37 p.m.
MW is Short AppLovin (APP US)
March 27, 2025, 6:27 p.m.
An Interview with Snowflake CEO Sridhar Ramaswamy About Data and AI
March 27, 2025, 10:18 a.m.
How AI might destroy apple
March 27, 2025, 9:22 a.m.
CoreWeave vs Nebius
March 25, 2025, 8:32 p.m.
GTC, Micron and Cyclicals
March 25, 2025, 1:25 p.m.
Klarna S-1 Breakdown
March 19, 2025, 10:08 p.m.
W is for Wiz: Alphabet’s Audacious Acquisition
March 19, 2025, 4:22 p.m.
The inevitable death of Google
March 12, 2025, 12:39 p.m.
Trump's 2nd Trade War Begins
Feb. 25, 2025, 3:16 p.m.
Agents, Managers, and the Shifting Power Dynamics of Representation
April 3, 2025, 8:41 p.m.
276. Growing in a Mature Market with Josh Wilson, CEO of SciPlay
277. Leadership, AI, and Mobile Growth – Insights from AppsFlyer’s CEO and co-Founder, Oren Kaniel
Book review: “Fidelity's World”
April 3, 2025, 6 p.m.
My first accounting job: Natalie Berfield
April 3, 2025, 5:53 p.m.
Bryan Johnson exposes deceptive practices by the food industry
April 3, 2025, 4:10 p.m.
🎧🍌 Forage: The Trillion Dollar Opportunity in Restricted Payments with Ofek Lavian, Co-founder and CEO
April 3, 2025, 3:04 p.m.
Problems at KinderCare Learning Companies (KLC)
April 3, 2025, 2:31 p.m.
Brightline in the Sand
April 3, 2025, 11:03 a.m.
Top Links 697 America's stock market winners. Why China is winning the chip war. Strawberry domination & reading James Burnham.
April 3, 2025, 10:59 a.m.
Q1 2025 Portfolio Update
April 3, 2025, 10:30 a.m.
Chartbook 368 “I have only committed the mistake of believing in you, the Americans.” The day after Trump's "Liberation Day" in SE Asia.
April 3, 2025, 10:27 a.m.
All-In Live from Austin: Colin and Samir, Chris Williamson, and Bryan Johnson
April 3, 2025, 2:17 a.m.
CoreWeave IPO, Wolfspeed Reorg, and Alphawave Bid
April 2, 2025, 8:42 p.m.
Four Industry Experts Debate Hollywood’s Moviegoing Crisis
April 2, 2025, 8:41 p.m.
Compass: Meals for the Masses - [Business Breakdowns, EP.211]
Focus Capital Advisers' Mordechai Yavneh on the greatest acquisition of all time (Valeura Energy)
April 2, 2025, 2:50 p.m.
The Cost of Tariff Chaos
April 2, 2025, 2 p.m.
Spain is Not a Model for Europe
April 2, 2025, 1:03 p.m.
Exclusive: everle – A New Social Network Quietly Built to Heal the Digital World
April 2, 2025, 1:01 p.m.
Hyperlegible 003: Julian Lehr
April 2, 2025, 11:41 a.m.
Top Links 696 On private equity in the regime shift. Tesla flailing in China & the "Surreal geographies" of the Holocaust.
April 2, 2025, 11:03 a.m.
China and Oil with Tom Reed
April 2, 2025, 9:32 a.m.
How AI bots are suffocating Wikipedia
April 2, 2025, 12:24 a.m.
Darren Farber - The Business of Defense - [Invest Like the Best, EP.417]
April 1, 2025, 8:41 p.m.
Rentokil - Still Bugged by Execution
March 29, 2025, 12:28 p.m.
Arista: A New Growth Chapter With Technology For The AI Infrastructure Boom
March 28, 2025, 2:31 p.m.
Plural Investing's Chris Waller on the entertainment and hospitality turnaround at Seaport $SEG
March 24, 2025, 5:29 p.m.
Antin Infrastructure Partners
March 22, 2025, 1:31 p.m.
Unity: Will Vector Point The Company In A New Direction
March 21, 2025, 4:36 a.m.
Optimist Fund's Jordan McNamee on ThredUp's value proposition $TDUP
March 19, 2025, 2:02 p.m.
Shift4’s M&A Alchemy
March 17, 2025, 12:16 p.m.
Grupo Aeroportuario del Centro Norte: Stay Patient, an Inflection Is Coming (Ticker: OMAB)
March 3, 2025, 12:35 a.m.
Kerrisdale Capital's Sahm Adrangi on $ACMR's price dislocation between Shanghai and NASDAQ listings
Feb. 26, 2025, 1:49 p.m.
Manhattan Associates' Problems & One Winner
Feb. 25, 2025, 12:23 p.m.