TWIG #320 Unity’s Fate, Fake Ads, Loot Boxes & GTA’s UGC Revolution
Feb. 28, 2025, 8:41 p.m.
Amazon and James Bond: What Could Go Wrong?
Feb. 25, 2025, 8:41 p.m.
AI Promise and Chip Precariousness
Feb. 25, 2025, 4:53 p.m.
Trump's 2nd Trade War Begins
Feb. 25, 2025, 3:16 p.m.
The Deep Research problem
Feb. 18, 2025, 2:51 p.m.
Airbnb: The Next Chapter
Feb. 17, 2025, 7 a.m.
An Interview with Uber CEO Dara Khosrowshahi About Aggregation and Autonomy
Feb. 13, 2025, 10:52 a.m.
New Trouble for the Paramount Sale
Feb. 11, 2025, 8:41 p.m.
Financing the AI Boom
Jan. 31, 2025, 5:50 p.m.
SailPoint’s Second Act
Jan. 30, 2025, 7:41 p.m.
Introducing "Your First Accounting Job"
March 6, 2025, 9:24 p.m.
🎧🍌 The $750 Billion AI Opportunity in Customer Service | Mike Murchison, Co-founder and CEO of Ada
March 6, 2025, 3:57 p.m.
Problems at Gorilla Technology Group (GRRR)
March 6, 2025, 3:30 p.m.
Ma Ying-jeou asks William Lai Ching-te to "protect" TSMC
March 6, 2025, 2:20 p.m.
Chartbook 357 Legitimate maneuver or end run around democracy? Why the CDU-SPD plan to lift the German debt brake is not a done deal.
March 6, 2025, 12:50 p.m.
Top Links 669 Why Hawaii doesnt import its oil from the US. Joan Robinson on the Keynesian revolution and tinned fish to die for.
March 6, 2025, 12:03 p.m.
GEICO: "Major Repolishing"
March 6, 2025, 11:30 a.m.
An Interview with Michael Nathanson About the Streaming Endgame
March 6, 2025, 10:29 a.m.
Burning the house down
March 6, 2025, 5:45 a.m.
Data Update 9 for 2025: Dividends and Buybacks - Inertia and Me-tooism
March 6, 2025, 3:59 a.m.
The Spy Show Who Streaming Ratings Me
March 6, 2025, 2:12 a.m.
How YouTube Became TV (While TV Struggles to Be YouTube)
March 5, 2025, 8:41 p.m.
The robots are coming!
March 5, 2025, 7:14 p.m.
Fintwit Book Club Feb 2025: Advanced Portfolio Management: A Quant's Guide for Fundamental Investors
March 5, 2025, 2:04 p.m.
Lenovo is a Functional Dead Player in Computers
March 5, 2025, 2:02 p.m.
Primer: From Software to Schools
March 5, 2025, 1:50 p.m.
Alexa+, A Brief History of Alexa, Amazon — and Apple’s — Mistake
March 5, 2025, 1:16 p.m.
Top Links 668 Scam Inc. Stockpiling gold, power nationalism & the decline of the band.
March 5, 2025, 12:02 p.m.
Challenge, Crisis and Leadership in Asset-Backed Trading with Savvas Manousos and Niels Lindegaard
March 5, 2025, 11:28 a.m.
Comments on Ezra Klein's piece on AGI in the NYT (part 1)
March 5, 2025, 11:01 a.m.
Sea: The $100 Billion Milestone
March 5, 2025, 7:02 a.m.
Has American Soft Power Peaked?
March 5, 2025, 5:24 a.m.
Naval on how to get a job in 2025
March 5, 2025, 4:18 a.m.
2025 Govt Work Report, Budget Report, NDRC Report, etc.
March 5, 2025, 4:10 a.m.
How AI stole Chegg's homework
March 5, 2025, 2:13 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.
Pagaya: Is It Safe To Get In This Water
Feb. 23, 2025, 10:34 a.m.
Redwheel's Shaul Rosten unpacks thesis on French leasing company, Ayvens $AYV.PA
Feb. 19, 2025, 4:57 p.m.
Bank of Nova Scotia: Pacific Alliance Exposure Positive For Fixed Income Investors
Feb. 13, 2025, 3:54 p.m.
Windward's Marc Chalfin and Jay Upadhyay describes the overhaul and new vision at Groupon $GRPN
Feb. 13, 2025, 3:30 p.m.
PT Indocement (IDX: INTP)
Jan. 30, 2025, 12:41 p.m.
Fever-Tree Drinks PLC (AIM:FEVR)
Jan. 29, 2025, 9:02 p.m.
4imprint Group-FOUR.L
Jan. 28, 2025, 6:35 p.m.
Outerbridge Capital's Rory Wallace on Allot's rebound and how to value Verizon partnership $ALLT
Jan. 22, 2025, 2:11 p.m.