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Latest Analysis

CoreWeave IPO, Wolfspeed Reorg, and Alphawave Bid

EVs, Big Pharma, Tech and the Tariff Threat

OpenAI Raises $40 billion, Is AI a Letdown?, Musk Sells X to xAI

GoDaddy CFO Mark McCaffrey Talks Company IPO and Outlook

Picture of Bloomberg Daybreak: Europe Edition

Tariff Plans Still In Limbo, Markets Hold Their Breath & Big Pharma Fears

Latest News

AD #4025 - Mercedes May Drop Entry-Level Cars in U.S.; U.S. First Quarter Car Sales Increase; Changan and Dongfeng Hold Merger Talks

What Wall Street expects from Trump’s ‘liberation day’

Wed. 04/02 – The Nintendo Switch 2

China-Russia collaboration never targets third parties: FM

ACI Worldwide to Power Bre-B, Colombia's Pix Equivalent

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The Weekly Hark

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Giro's Newsletter

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Picolinie Capital

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Borlaug’s Substack

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The Town with Matthew Belloni

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Acquired

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The Split

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Lyn Alden

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Tanay’s Newsletter

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CoreWeave IPO, Wolfspeed Reorg, and Alphawave Bid

April 2, 2025, 8:42 p.m.

Some Paywall

The Town with Matthew Belloni

Four Industry Experts Debate Hollywood’s Moviegoing Crisis

April 2, 2025, 8:41 p.m.

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Business Breakdowns

Compass: Meals for the Masses - [Business Breakdowns, EP.211]

April 2, 2025, 8:41 p.m.

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Focus Capital Advisers' Mordechai Yavneh on the greatest acquisition of all time (Valeura Energy)

April 2, 2025, 2:50 p.m.

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The Cost of Tariff Chaos

April 2, 2025, 2 p.m.

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Spain is Not a Model for Europe

April 2, 2025, 1:03 p.m.

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Big Technology

Exclusive: everle – A New Social Network Quietly Built to Heal the Digital World

April 2, 2025, 1:01 p.m.

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Chartbook

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.

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HC Insider

China and Oil with Tom Reed

April 2, 2025, 9:32 a.m.

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Invest Like the Best with Patrick O'Shaughnessy

Darren Farber - The Business of Defense - [Invest Like the Best, EP.417]

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Reacher vs. 1923, and Do We Finally Have a Hit Basketball Show?

April 1, 2025, 8:36 p.m.

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

April 1, 2025, 4:59 p.m.

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

April 1, 2025, 4:55 p.m.

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Mr Market Miscalculates

Monthly recap #7

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A deep dive on Google

April 1, 2025, 11:37 a.m.

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Top Links 695 The dirty fifteen. Rich-world rents. Money flowing back to China. Gù shi - shi gù & Balochistan explained.

April 1, 2025, 11:03 a.m.

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🛍️ Klarna - What Does it Mean to be an “AI-Powered Company?”

April 1, 2025, 7:02 a.m.

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Analyzing Good Businesses

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April 1, 2025, 6:27 a.m.

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The Wolf of Harcourt Street

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April 1, 2025, 6:02 a.m.

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Khaveen Investments

Credo: Robust Growth To Continue

April 1, 2025, 4 a.m.

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Pekingnology

PLA launches military drills around Taiwan

April 1, 2025, 2:30 a.m.

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Platformer

We finally know why Sam Altman was fired from OpenAI

April 1, 2025, 12:30 a.m.

Some Paywall

Tanay’s Newsletter

Observations from the 2025 Enterprise Tech 30

March 31, 2025, 11:05 p.m.

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Deconstructor of Fun

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

March 31, 2025, 8:40 p.m.

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March 31, 2025, 6:15 p.m.

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Rentokil - Still Bugged by Execution

March 29, 2025, 12:28 p.m.

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Bert Hochfeld

Arista: A New Growth Chapter With Technology For The AI Infrastructure Boom

March 28, 2025, 2:31 p.m.

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Plural Investing's Chris Waller on the entertainment and hospitality turnaround at Seaport $SEG

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Antin Infrastructure Partners

March 22, 2025, 1:31 p.m.

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Unity: Will Vector Point The Company In A New Direction

March 21, 2025, 4:36 a.m.

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Shift4’s M&A Alchemy

March 17, 2025, 12:16 p.m.

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Grupo Aeroportuario del Centro Norte: Stay Patient, an Inflection Is Coming (Ticker: OMAB)

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