Inside the AdTech Industry: The Trade Desk's Problems & Outlook
March 28, 2025, 12:37 p.m.
MW is Short AppLovin (APP US)
March 27, 2025, 6:27 p.m.
An Interview with Snowflake CEO Sridhar Ramaswamy About Data and AI
March 27, 2025, 10:18 a.m.
How AI might destroy apple
March 27, 2025, 9:22 a.m.
CoreWeave vs Nebius
March 25, 2025, 8:32 p.m.
GTC, Micron and Cyclicals
March 25, 2025, 1:25 p.m.
Klarna S-1 Breakdown
March 19, 2025, 10:08 p.m.
W is for Wiz: Alphabet’s Audacious Acquisition
March 19, 2025, 4:22 p.m.
The inevitable death of Google
March 12, 2025, 12:39 p.m.
Trump's 2nd Trade War Begins
Feb. 25, 2025, 3:16 p.m.
Darren Farber - The Business of Defense - [Invest Like the Best, EP.417]
April 1, 2025, 8:41 p.m.
March 2025 Fintwit Book Club: Diary of a Very Bad Year with Byne Hobart from The Diff
April 1, 2025, 4:55 p.m.
A deep dive on Google
April 1, 2025, 11:37 a.m.
New Start to Analyzing Good Businesses
April 1, 2025, 6:27 a.m.
Credo: Robust Growth To Continue
April 1, 2025, 4 a.m.
Growing in a Mature Market with Josh Wilson, CEO of SciPlay
March 31, 2025, 8:40 p.m.
📊 IPO Breakdown: Gavin Baker on CoreWeave
March 31, 2025, 6:15 p.m.
Emerging Market Links + The Week Ahead (March 31, 2025)
March 31, 2025, 3:43 p.m.
Silicon Valley Bank, Two Years On: An Interview with Steven Kelly
March 31, 2025, 3:05 p.m.
Vacation: March 31st to April 3rd
March 31, 2025, 2:38 p.m.
Hyperlegible 002: Utsav Mamoria
March 31, 2025, 12:33 p.m.
Can a standalone ‘EU-China Agreement on Trade-related Regulatory Cooperation’ transcend the political complexities?
March 31, 2025, 12:20 p.m.
David Capital Partners' Adam Patinkin on how Lifecore $LFCR has differentiated it's CDMO business
March 31, 2025, 11:40 a.m.
Top Links 694 The foundations of dollar power. Spending money on kids. Kiesler's virtual reality spaces & the bad submarine deal.
March 31, 2025, 10:59 a.m.
Dollar Tree: "The First Inning"
March 31, 2025, 10:31 a.m.
China’s AI giants change course after DeepSeek moment
March 31, 2025, 7:48 a.m.
China is building its own Nvidia – and US trade policy is forcing their hand!
March 31, 2025, 12:18 a.m.
China’s “New” EUV Light Source
March 30, 2025, 11 p.m.
Unpacking Tesla’s CAPEX accounting: Reflecting on FT's "mea culpa"
March 30, 2025, 9:15 p.m.
Awards Shows Are Struggling on Streaming
March 30, 2025, 6:55 p.m.
EM Fund Stock Picks & Country Commentaries (March 30, 2025)
March 30, 2025, 5:05 p.m.
USA🇺🇸 vs China🇨🇳: The AI Cold War
March 30, 2025, 4:46 p.m.
The Bear Cave #267
March 30, 2025, 2:30 p.m.
The Passive Index Bubble: Myth or Reality?
March 30, 2025, 2:01 p.m.
TSMC - the leading edge semiconductor monopoly
March 30, 2025, 1:58 p.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.
Unity: Will Vector Point The Company In A New Direction
March 21, 2025, 4:36 a.m.
Optimist Fund's Jordan McNamee on ThredUp's value proposition $TDUP
March 19, 2025, 2:02 p.m.
Shift4’s M&A Alchemy
March 17, 2025, 12:16 p.m.
Grupo Aeroportuario del Centro Norte: Stay Patient, an Inflection Is Coming (Ticker: OMAB)
March 3, 2025, 12:35 a.m.
Kerrisdale Capital's Sahm Adrangi on $ACMR's price dislocation between Shanghai and NASDAQ listings
Feb. 26, 2025, 1:49 p.m.
Manhattan Associates' Problems & One Winner
Feb. 25, 2025, 12:23 p.m.