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.
A fertile ground for the individual investor
Jan. 22, 2025, 6:03 p.m.
Incentives, incentives, incentives, and some pretty relevant news (NOTW#29)
Jan. 18, 2025, 11:09 a.m.
Books of 2024
Jan. 17, 2025, 12:34 p.m.
Is Alcohol Consumption in Terminal Decline?
Jan. 14, 2025, 4:24 p.m.
Higher interest rates for the right reasons and why I am adding Keysight to my portfolio (NOTW#28)
Jan. 11, 2025, 11:23 a.m.
Annual Recap 2024
Jan. 9, 2025, 4:46 p.m.
Keysight Technologies (KEYS)
Jan. 2, 2025, 12:08 p.m.
Holidays, More Macro Forecasting, and Nintendo's Rumors (NOTW#27)
Dec. 28, 2024, 11:46 a.m.
The Wall Street Journal vs. Zoetis
Dec. 26, 2024, 2:33 p.m.
Interest Rates, Royalties, and the WSJ vs. Zoetis (NOTW#26)
Dec. 21, 2024, 2:20 p.m.
Contrarian for the sake of being contrarian? (NOTW#25)
Dec. 14, 2024, 3:54 p.m.
Adobe’s Tug Of War
Dec. 13, 2024, 1:31 p.m.
Intuit: Q1 Earnings, a partnership with Amazon, and the Government’s threat
Dec. 12, 2024, 5:21 p.m.
When Money Sleeps
Dec. 10, 2024, 5:02 p.m.
What's in store for the market next year? (NOTW#24)
Dec. 7, 2024, 11:12 a.m.
Zoetis’ Q3: “Invest in the world we live in, not the world we want.”
Dec. 5, 2024, 4:25 p.m.
A High-Quality Family Business Swamped in Opportunity Cost (Pt. 5)
Dec. 4, 2024, 5:34 p.m.
The Mystery Behind Silent Compounders (NOTW#23)
Nov. 30, 2024, 4:01 p.m.
Copart’s Q1 2025
Nov. 27, 2024, 3:52 p.m.
Deere’s Q4 2024 Earnings
Nov. 26, 2024, 5:37 p.m.
Nvidia’s Lessons, Cyclicality, And The Impact Of AI On Financial Markets (NOTW#22)
Nov. 23, 2024, 4:54 p.m.
Why I Am Trimming Intuit
Nov. 21, 2024, 3:22 p.m.
A down week, what Trump might mean for markets, and more (NOTW#21)
Nov. 16, 2024, 3:59 p.m.
ASML Capital Markets Day 2024 Highlights
Nov. 15, 2024, 5:53 p.m.
A High-Quality Family Business Swamped in Opportunity Cost (Pt. 4)
Nov. 14, 2024, 4:30 p.m.