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Investing City

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Sector Generalists
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Website Substack
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Content

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Weekly Update January 13-17

Jan. 17, 2025, 12:08 p.m.

No Paywall
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Ep. 119 - Sustainable Growth

Jan. 14, 2025, 10:44 a.m.

No Paywall
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Weekly Update January 6-10

Jan. 10, 2025, 12:30 p.m.

No Paywall
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Axon

Jan. 9, 2025, 1:02 p.m.

No Paywall
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Investing City Year End Review

Jan. 3, 2025, 10:09 a.m.

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Discontinuous Disruption

Dec. 27, 2024, 12:41 p.m.

No Paywall
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Weekly Update December 16-20

Dec. 20, 2024, 12:33 p.m.

No Paywall
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Weekly Update December 9-13

Dec. 13, 2024, 12:36 p.m.

No Paywall
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Weekly Update December 2-6

Dec. 6, 2024, 12:11 p.m.

No Paywall
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Weekly Update November 25-29

Nov. 29, 2024, 12:30 p.m.

No Paywall
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Returns on Capital

Nov. 22, 2024, 12:36 p.m.

No Paywall
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Weekly Update November 11-15

Nov. 15, 2024, 12:57 p.m.

No Paywall
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Weekly Update November 4-8

Nov. 8, 2024, 12:56 p.m.

No Paywall
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Weekly Update October 28-November 1

Nov. 1, 2024, 11:41 a.m.

No Paywall
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Weekly Update October 21-25

Oct. 25, 2024, 11:24 a.m.

No Paywall
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Ep. 118 - Rodrigo Benedetti: Secular Curiosity

Oct. 22, 2024, 11:38 a.m.

No Paywall
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Weekly Update October 14-18

Oct. 18, 2024, 11:08 a.m.

No Paywall
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Weekly Update October 7-11: Questions, Robotaxi Day, AXON app, Brazil rating, NET hires, TMDX Q4, Infuse

Oct. 11, 2024, 11:09 a.m.

No Paywall
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Q3 2024 Letter: Infuse Partners

Oct. 5, 2024, 6:01 p.m.

No Paywall
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5 Lessons I’ve Learned The Hard Way: I’d like to take this week to share some lessons I’ve learned the hard way.

Oct. 4, 2024, 11:38 a.m.

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Weekly Update September 23-27: Monthly Summary + Conviction List

Sept. 27, 2024, 10:33 a.m.

No Paywall
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Ep. 117 - Aaron Bush: The Game Master: You can learn more about Naavik ⁠here⁠.

Sept. 24, 2024, 12:48 p.m.

No Paywall
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Weekly Update September 16-20: TSLA batteries, NET inference, NU Ultraviolet, AXON conference

Sept. 20, 2024, 11:21 a.m.

No Paywall
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Weekly Update September 9-13: TSLA updates, NU loans, AXON vision, MELI ads, and a simple lesson

Sept. 13, 2024, 11:44 a.m.

No Paywall
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Weekly Update September 2-6: IC Pod, Nu+, TMDX conference, TSLA Smart Summon, Doubling Down

Sept. 6, 2024, 12:19 p.m.

No Paywall