Cash is King
April 25, 2025, 5:17 p.m.
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
April 24, 2025, 8:41 p.m.
Microsoft: OpenAI Stake Valued At $147 Bln
April 23, 2025, 2:40 p.m.
The Clues to Trump's Future Tariffs
April 23, 2025, 12:19 p.m.
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
TikTok’s fate could be decided by tariffs
April 4, 2025, 12:41 a.m.
A deep dive on Google
April 1, 2025, 11:37 a.m.
282. UNCUT: Co-CEO Javier Ferreira and The Scopely Playbook Behind $5B Monopoly GO!
May 8, 2025, 8:40 p.m.
The 2025 Summer Blockbuster Power Ranking
Cliff Sosin from CAS on Carvana and a bunch of other stuff $CVNA
May 8, 2025, 3:23 p.m.
Warren Buffet says he's stepping down, but I wouldn't count him out of the limelight yet
May 8, 2025, 2:50 p.m.
Hiatus
May 8, 2025, 2:43 p.m.
Chartbook 382 Glowing lava hardened into memory: The ends of Reinhart Koselleck's war.
May 8, 2025, 11:31 a.m.
Top Links 732 The US as a champion of services trade. Canadian oil sands. Stumbling robots & French drains.
May 8, 2025, 10:58 a.m.
Came for the AI Tool, Waiting for the AI Network
May 8, 2025, 9:27 a.m.
DocuSign: Still The Most Dominant Digital Signature Software Company
May 8, 2025, 5:48 a.m.
Henry Huiyao Wang on China-U.S. Trade Talk
May 8, 2025, 5:35 a.m.
Do Oscar Nominations Drive Streaming Viewership?
May 7, 2025, 11:20 p.m.
A Revealing Ranking of the Biggest Movie Stars: Tom Holland's Surprise Rise, Zendaya’s Stronghold, and Glen Powell’s Struggle
May 7, 2025, 8:40 p.m.
APP’s Persistent Lies, Denying Use of Persistent IDs (APP US)
May 7, 2025, 1:31 p.m.
Anduril’s Plan to Modernize the U.S. Military
May 7, 2025, 1:02 p.m.
Microsoft Earnings, Microsoft’s Core Capability, Amazon Earnings
May 7, 2025, 1 p.m.
Chartbook 381 Trumpite futurism Part 2: Taking Musk's "space junk" seriously.
May 7, 2025, 11:09 a.m.
Top Links 731 The tariff threat to Christmas. LA's credit issues. Catholic eurocentrism and James Angelton's "wilderness of mirrors".
May 7, 2025, 10:59 a.m.
America's Critical Minerals Dilemma with Ashley Zumwalt-Forbes
May 7, 2025, 10 a.m.
📖 Venture Chronicles - April 2025
May 7, 2025, 9:02 a.m.
WhatsApp just stunned the spyware industry
May 7, 2025, 12:36 a.m.
The AI TAM Expansion Opportunity
May 6, 2025, 11:40 p.m.
Doug Burgum, Secretary of the Interior | All-In DC
May 6, 2025, 10:48 p.m.
David Senra - The Focused Few - [Invest Like the Best, EP.422]
May 6, 2025, 8:40 p.m.
Chartbook 380 Trump's futurism: Elon's rockets and fewer dolls for "baby girl" - Part I.
May 6, 2025, 2:23 p.m.
Meta Earnings, Meta’s Deteriorating Ad Metrics, CapEx Meta
May 6, 2025, 1:17 p.m.
Nintendo Stock: The Road To $30 (Ticker: NTDOY)
April 25, 2025, 9:39 p.m.
It's Time To Start Loving AppLovin Shares Again
April 23, 2025, 2:28 p.m.
EP104: Small Caps, Tariff Plays & Insider Buys Worth a Look
April 14, 2025, 12:32 p.m.
Alsea Group: Making the Plunge (Ticker: ALSEA)
April 11, 2025, 10:59 p.m.
Brookfield Corp. - Get a Buck for Fifty Cents
April 10, 2025, 6:07 p.m.
Revisiting Games Workshop
April 10, 2025, 7 a.m.
Avoiding the Zombie Biopharm trap at Keros $KROS
April 9, 2025, 3:55 p.m.
[CRL] Charles River
April 7, 2025, 12:15 p.m.
SentinelOne--The Most Misunderstood Investment In The Cyber Security Space!
April 5, 2025, 12:02 p.m.
David Capital's Adam Patinkin Updates the Vistry Thesis $VTY
April 4, 2025, 8 p.m.