Perspective on tariffs + reviewing construction basket
April 5, 2025, 4:22 p.m.
Corridors Under Siege
April 4, 2025, 4:28 p.m.
Tariffs, Dilution, And Decline: The Bear Case For PDD Holdings
April 4, 2025, 2:45 p.m.
TikTok’s fate could be decided by tariffs
April 4, 2025, 12:41 a.m.
CoreWeave IPO, Wolfspeed Reorg, and Alphawave Bid
April 2, 2025, 8:42 p.m.
The Cost of Tariff Chaos
April 2, 2025, 2 p.m.
A deep dive on Google
April 1, 2025, 11:37 a.m.
🛍️ Klarna - What Does it Mean to be an “AI-Powered Company?”
April 1, 2025, 7:02 a.m.
How AI might destroy apple
March 27, 2025, 9:22 a.m.
W is for Wiz: Alphabet’s Audacious Acquisition
March 19, 2025, 4:22 p.m.
Chamath's CDS Bet: Outlining Major Corporate Debt Default Risks
April 6, 2025, 7 p.m.
EM Fund Stock Picks & Country Commentaries (April 6, 2025)
April 6, 2025, 3:59 p.m.
The Bear Cave #268
April 6, 2025, 2:31 p.m.
Top Links 700 Markets in shock. Pudgy Penguins. Credit product v. rate product, or how screwed are you? A collider splitting the physics community.
April 6, 2025, 10:59 a.m.
Outlook in AI & Nvidia's Strategy
April 6, 2025, 10 a.m.
Punctuated Equilibrium
April 6, 2025, 9 a.m.
Tom, Leo, Gosling (!), and the CinemaCon Studio Power Ranking
April 5, 2025, 8:40 p.m.
Friedberg Explains Trump's Tariffs: Take Them Seriously, But Expect Negotiations
April 5, 2025, 5:50 p.m.
SentinelOne--The Most Misunderstood Investment In The Cyber Security Space!
April 5, 2025, 12:02 p.m.
Top Links 699 The crumbling support for Trump. Blowback to Europe from US protectionism. Luhmann advising Adorno on matters of the heart.
April 5, 2025, 11:02 a.m.
IBM: Is The Stock Price Overvalued?
April 5, 2025, 6:13 a.m.
Some Troubled Science Reporting at South China Morning Post
April 5, 2025, 4:03 a.m.
How Trump’s Tariffs Will Transform Global Trade?
April 4, 2025, 11:30 p.m.
Antonio Gracias Breaks Down SHOCKING Immigration Data 🤯
April 4, 2025, 11:21 p.m.
Landman, Fallout, Bridgerton and Squid Game Vie for the Streaming Crown…Oh, And Bluey
April 4, 2025, 10:30 p.m.
TWIG #325 Ubisoft Bails Out, AppLovin Fights Back, Roblox Becomes an Ad Network
April 4, 2025, 8:41 p.m.
David Capital's Adam Patinkin Updates the Vistry Thesis $VTY
April 4, 2025, 8 p.m.
Chamath's Three Takeaways from Liberation Day 🇺🇸
April 4, 2025, 7:43 p.m.
Microsoft AI CEO Mustafa Suleyman: Our AI Will Differentiate Via Personality
April 4, 2025, 4:31 p.m.
🌐 Emerging Market Stock Picks (Early April 2025)
April 4, 2025, 3:55 p.m.
QQQ Killer Index Day 1 Starting Allocation
April 4, 2025, 3:21 p.m.
Crosspost: Archer-Daniels-Midland (ADM) cuts executive pay amid accounting investigations
April 4, 2025, 1 p.m.
Weekly Dose of Optimism #138
April 4, 2025, 12:31 p.m.
Uber Deep Dive 🤳🚕
April 4, 2025, 6:22 a.m.
Problems at KinderCare Learning Companies (KLC)
April 3, 2025, 2:31 p.m.
[PODCAST] Medpace Holdings: An Undiscovered High Quality Biotech Stock, With Luis Sanchez (Ticker: MEDP)
April 3, 2025, 12:03 a.m.
David Capital Partners' Adam Patinkin on how Lifecore $LFCR has differentiated it's CDMO business
March 31, 2025, 11:40 a.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.