LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland
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ASML's Strategy to Extend Moore's Law
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OpenAI says it knows how to make superintelligence now
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Comparing the Financials of Databricks and Snowflake
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The Future of TV or Just Another Netflix Hit?
Dec. 19, 2024, 12:10 a.m.
The Long and the Short of It
Jan. 19, 2025, 9:55 a.m.
Sohn London’s Consumer Staple Gamble
Jan. 12, 2025, 9:54 a.m.
My 2024 Reading Journey: What 36 Books Taught Me About Investing and Life
Jan. 5, 2025, 9:53 a.m.
Philanthropy Through an Investing Lens:
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Playbook for 2025: 4Rs, 3Ts & Surprising Shifts Experts Are Betting on
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A Governance Puzzle and Two Quality Growth Gems
Dec. 8, 2024, 9:51 a.m.
Investment Insights from Sohn London: A Tempting Trio
Dec. 1, 2024, 9:42 a.m.
Legends, Leaders, and Sohn London: Exclusive Insights & Investment Pitches
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The Rollercoaster Ride of Masayoshi Son
Nov. 17, 2024, 9:59 a.m.
Masa's Marvels and Missteps: The SoftBank Saga Unveiled
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The Enigma of Masa Son: Visionary Genius or Lucky Gambler?
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Navigating Uncertainty: Ruffer's Master of Disaster Explains his Roadmap
Nov. 10, 2024, 9:47 a.m.
Final Picks and Perspectives: Wrapping Up the Quality-Growth Conference
Nov. 3, 2024, 9:57 a.m.
Spotlight on Quality Growth: Key Tips from Leading Portfolio Managers
Oct. 27, 2024, 9:53 a.m.
Quality Compounders You Can’t Miss: 7 More Elite Growth Picks Analysed
Oct. 20, 2024, 8:51 a.m.
Legendary Growth Investor James Anderson's Playbook + More Quality Stocks
Oct. 13, 2024, 8:58 a.m.
25 Quality Compounders from Top Investment Professionals: And my favourite. Unpacking stock picks, strategies, and surprises at a London conference
Oct. 6, 2024, 8:53 a.m.
Is Index Investing Safer?: Why the tech-heavy index might be riskier than it seems and the case for active management
Sept. 29, 2024, 4:15 p.m.
Is Index Investing Invulnerable?: Why the tech-heavy index might be riskier than it seems and the case for active management
Sept. 29, 2024, 10:08 a.m.
The Private Credit Playbook Part 2: Why the IMF is Concerned
Sept. 22, 2024, 8:55 a.m.
The Forensic Analysis Bootcamp is back!: Improve your performance
Sept. 18, 2024, 3:55 p.m.
Spies, Artists, and Economists. And AI. : Takeaways from some of the brightest minds in finance and beyond
Sept. 15, 2024, 8:54 a.m.
Why I Started a Substack: ...and what you will get as a subscriber
Sept. 11, 2024, 10:34 a.m.
Is the $100 Million CEO a Genius or Corporate Excess?: Should CEOs be Paid More?
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The Private Credit Playbook: Analysing the Bulls’ Outlook in a Booming Market
Sept. 1, 2024, 8:52 a.m.