2025.23: What Nike Learned About E-Commerce
June 6, 2025, 10 a.m.
Elon and Trump Break Up In Spectacular Fashion. What’s Next?
June 5, 2025, 10:12 p.m.
Shift4’s Acquisition of Global Blue (GB)
June 4, 2025, 7:58 p.m.
John Zito - Inside Apollo - [Invest Like the Best, EP.426]
June 3, 2025, 8:40 p.m.
The Steve Ballmer Interview
June 2, 2025, 8:40 p.m.
Developments in AI Silicon & LLMs
May 31, 2025, 9:02 a.m.
Huawei's big comeback, explained
May 31, 2025, 9 a.m.
“Overachievement”: Xiaomi's Decade-Long Chip Development Journey
May 25, 2025, 10:14 p.m.
Nintendo's Imminent Switch 2 Launch
May 14, 2025, 5:04 p.m.
Platform Power Is Underrated
May 5, 2025, 3:12 p.m.
Paramount’s New Playbook Unveiled and the Taylor Swift Podcast Bounce
Aug. 15, 2025, 8:41 p.m.
AI Psychosis, America's Broken Social Fabric, Trump Takes Over DC Police, Is VC Broken?
Aug. 15, 2025, 8:12 p.m.
Intel's One True Stakeholder is Here
Aug. 15, 2025, 8:01 p.m.
Top Links 830 US mega caps. Semiconductor investment boom. Shock city. Stalin - warrior of the year.
Aug. 15, 2025, 12:50 p.m.
Weekly Dose of Optimism #157
Aug. 15, 2025, noon
2025.33: Meta and the Benefit of the Doubt
Aug. 15, 2025, 10 a.m.
Make Alaska Russian Again?!
Aug. 15, 2025, 7 a.m.
My dinner with Altman
Aug. 15, 2025, 6:20 a.m.
Adyen: Why the Stock Fell 20% (and Rebounded)
Aug. 15, 2025, 6:01 a.m.
🚨 All-In Summit Speaker Announcement: Alex Karp
Aug. 15, 2025, 2:05 a.m.
Zhang Yuyan on the Trump Administration’s Trade War and the Future of the Global Order
Aug. 15, 2025, 12:20 a.m.
The Batch Release Isn’t Dead?
Aug. 14, 2025, 11:10 p.m.
Nongfu Spring and China's Bottled Water Wars
Aug. 14, 2025, 11:01 p.m.
The Power and Peculiar Psychology of ‘Disney Adults’
Aug. 14, 2025, 8:40 p.m.
TWIG #344 Battlefield’s Big Comeback, AppLovin’s Record Quarter and Moon Active’s New Games
🎧🍌 The Past, Present, and Future of AI, Robotics, Venture Capital, and Crypto | Michael Dempsey, Managing Partner, Compound
Aug. 14, 2025, 7:53 p.m.
Midori Earth’s NKP Web3 Platform Redefines Access to Tokenized, Institutional-Grade Impact Projects
Aug. 14, 2025, 7:01 p.m.
"It Feels Like Apple Is Trying To Lose" - Gavin Baker
Aug. 14, 2025, 3:01 p.m.
Facebook is Dead; Long Live Meta
Aug. 14, 2025, 2:34 p.m.
I've never seen a display like this!
Aug. 14, 2025, 1:43 p.m.
Old West's Brian Laks dives into metals, mining, and uranium
Aug. 14, 2025, 1:25 p.m.
Hubbell: Growth Driven By Utility Solutions
Aug. 14, 2025, 11:26 a.m.
Top Links 829 Underbuilt housing. How China is beating out the USA. Putin & anti-mimesis & pastoralist homes.
Aug. 14, 2025, 10:59 a.m.
China Can Help Trump and Putin End the War in Ukraine, Henry Huiyao Wang writes in Foreign Policy
Aug. 13, 2025, 11:04 p.m.
Botanic Tonics, Maker of feel free, Applauds Florida's Historic Ban on Synthetic 7-OH Drug Products
Aug. 13, 2025, 8:53 p.m.
Kontrarian Korner's Ben Kelleran on Sable Offshore $SOC
June 6, 2025, 12:54 p.m.
LVMH - A house of luxury built on acquisitions👜
June 6, 2025, 12:49 p.m.
Nebius: Explosive Growth At What Is Still A Reasonable Valuation
June 5, 2025, 9:26 a.m.
L'Oréal (OR)
May 31, 2025, 7:54 p.m.
Event #1 - Trimas (TRS)
May 28, 2025, 6:28 p.m.
Dynatrace: Is AI For Observability Really Upon Us?
May 28, 2025, 12:11 p.m.
Pitch the PM's Doug Garber on $TUSK's mammoth cash balance
May 26, 2025, 3:41 p.m.
AGB 2025.1 - Airbnb (ABNB)
May 19, 2025, 2:01 p.m.
Somnigroup [SGI]
May 12, 2025, 1:37 a.m.
Lemonade: A Refreshing Drink For Summertime Investing
May 5, 2025, 3:36 p.m.