Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Just Eat Takeaway
April 8, 2024, 9:08 a.m.
Lindbergh S.p.A. One Pager
Feb. 11, 2024, 1:51 p.m.
Humble Group AB
Nov. 27, 2023, 1:50 p.m.
Investing Principles
Sept. 12, 2023, 9:45 a.m.
Update on Tencent and Alibaba
May 19, 2023, 3:22 p.m.
Thriving Through Change
April 28, 2023, 1:21 p.m.
Kaspi [KSPI]
March 25, 2023, 8:43 a.m.
The Beauty of Incremental Gains
Feb. 27, 2023, 7:10 p.m.
Update on Atlas Engineered Products
Jan. 3, 2023, 10:45 a.m.
What’s Happening with the Economy?
Nov. 29, 2022, 9:13 p.m.
Thoughts on Big Tech
Nov. 14, 2022, 3:09 p.m.
Atlas Engineered Products [AEP.V]
Nov. 7, 2022, 6:59 p.m.
Topicus Inc. [TOI]
Sept. 26, 2022, 10:13 a.m.
Shopify [SHOP]
Sept. 11, 2022, 4:48 p.m.