David Senra - The Focused Few - [Invest Like the Best, EP.422]

Chartbook 380 Trump's futurism: Elon's rockets and fewer dolls for "baby girl" - Part I.

Meta Earnings, Meta’s Deteriorating Ad Metrics, CapEx Meta

Top Links 730 Trans-pacific traffic & the beef deficit. Asian currency moves. Where people sit in the West Wing.

On The Ascend

The storage-speculation nexus (part 3)

A nonprofit will control OpenAI after all

Trump's Movie Tariff Bombshell and Hollywood’s Freak-Out

EMERGENCY EPISODE: Capitalize on The Epic vs. Apple Ruling

As Emmy Season Kicks Off, The Misses Pile Up

The View From Goldman: An Interview with Richard Ramsden & Alex Blostein

Lemonade: A Refreshing Drink For Summertime Investing

Emerging Market Links + The Week Ahead (May 5, 2025)

Platform Power Is Underrated

EP107: Deep Value, AI Tailwinds, and Micro Cap Upside

MongoDB: High Growth Database Software Company

Top Links 729 The gender revolution in higher education. China's dominance in global shipbuilding & John Paul II on geopolitics.

Temu and Shein face new life in US after end of import tax loophole

That Time France Went "All Nuclear"

($) Q1 2025: Trust the Process, Trust the Temperament

Brooke Rollins, Secretary of Agriculture | All-In in DC!

EM Fund Stock Picks & Country Commentaries (May 4, 2025)

The Bear Cave #272

Building Blocks of Corporate Accounting: Intercorporate Investments

1 month without US tech giants