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Latest Analysis

Amazon's TikTok Bid; Plus, AWS and the State of AI

Trump Tariffs: Everything You Need to Know

Google Cloud Chief Information Security Officer on Risk Mitigation

276. Growing in a Mature Market with Josh Wilson, CEO of SciPlay

Picture of Bloomberg Daybreak: Europe Edition

Trump Tariffs Everyone, China 34%, EU 20% & UK 10%, Fear Grips Markets

Latest News

AD #4026 - Trump Swings Tariff Hammer, Germans Get Nailed; Tesla Has Rough Q1; Hyundai Reveals All-New NEXO Fuel Cell

Tesla soars on Musk’s potential departure

China, global trading partners oppose new U.S. tariffs

Thu. 04/03 – How Tariffs Might Impact Tech

Rednote used to falsely claim a ‘wicked’ policy on Chinese Australians and citizenship | Amazon said to make a bid to buy TikTok in the US | Apple, Google host VPNs tied to sanctioned Chinese group

Recommended Sources

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Special Situation Investments

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Invest Karo India

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Platformer

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Musings on Markets

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Overlooked by Alexandre Dewez

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Contrary Research

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Bond Blogger's Credit Wrap

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Global Quality Investing

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Muddy Waters Research

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MT Capital Research

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TechAltar

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Citron Research

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Stratechery - Blog

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The Razor's Edge

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Macro Ops Musings

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Not Boring by Packy McCormick

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Elevator Pitches

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Public Comps

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Digital Native

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Popular Fintech

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Bismarck Brief

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The Entertainment Strategy Guy

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Chartbook 367 The Tenth Demand - more essential reading from David Pozen

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March 2025 Fintwit Book Club: Diary of a Very Bad Year with Byne Hobart from The Diff

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StockOpine’s Newsletter

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Bert Hochfeld

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