2025.23: What Nike Learned About E-Commerce
June 6, 2025, 10 a.m.
Elon and Trump Break Up In Spectacular Fashion. What’s Next?
June 5, 2025, 10:12 p.m.
Shift4’s Acquisition of Global Blue (GB)
June 4, 2025, 7:58 p.m.
John Zito - Inside Apollo - [Invest Like the Best, EP.426]
June 3, 2025, 8:40 p.m.
The Steve Ballmer Interview
June 2, 2025, 8:40 p.m.
Developments in AI Silicon & LLMs
May 31, 2025, 9:02 a.m.
Huawei's big comeback, explained
May 31, 2025, 9 a.m.
“Overachievement”: Xiaomi's Decade-Long Chip Development Journey
May 25, 2025, 10:14 p.m.
Nintendo's Imminent Switch 2 Launch
May 14, 2025, 5:04 p.m.
Platform Power Is Underrated
May 5, 2025, 3:12 p.m.
Jason Blum Opens Up About the 'M3GAN 2.0' Flop, the Blumhouse Slump, and Bouncing Back
July 1, 2025, 8:40 p.m.
Jens Grede - Building SKIMS - [Invest Like the Best, EP.431]
Apple’s ‘F1’ Win and Big Tech’s Streaming vs. Theaters Debate
The Political Choices of the Future
July 1, 2025, 7:12 p.m.
Emerson Electric: Growth Boosted By Shift From Hardware To Software
July 1, 2025, 6:37 p.m.
Vietnam's Massive Reclamation in the Spratly Islands
July 1, 2025, 3:48 p.m.
Update 2025.3 - Alimentation Couche-Tard (ATD.TO)
July 1, 2025, 3:02 p.m.
How Israel-Iran Tensions Are Reshaping Global Markets - Chamath Palihapitiya
July 1, 2025, 3:01 p.m.
The Great Differentiation
July 1, 2025, 2:55 p.m.
Top Links 784 Exorbitant privilege? Productivity differentials. The global land price boom & the fond farewells to Marxism Today.
July 1, 2025, 10:56 a.m.
Monthly recap #10
July 1, 2025, 9:40 a.m.
JD Vance: The Tech Industry Must Be More Than Just Software for America to Thrive
July 1, 2025, 2:06 a.m.
The New Fundraising Playbook: Seed-Strapping
July 1, 2025, 12:39 a.m.
Google
June 30, 2025, 8:40 p.m.
David Sacks on how to trade the Trump Presidency: Buy when the media panics
June 30, 2025, 8:08 p.m.
🎧🍌 Inside the $2 Trillion Employee Benefits Market
June 30, 2025, 7:57 p.m.
Chartbook 395 Youth, the middle-class & the NYC mayoral race: an appeal for more analysis.
June 30, 2025, 4:09 p.m.
Emerging Market Links + The Week Ahead (June 30, 2025)
June 30, 2025, 3:53 p.m.
Goldileo
June 30, 2025, 3:38 p.m.
Renesas's Wolfspeed Bath and Micron Earnings
June 30, 2025, 2:08 p.m.
David Friedberg Reacts to Zorhan Mamdani’s NYC Mayoral Run
June 30, 2025, noon
Top Links 783 Congressional Alpha, the Iberian power failure. Global land grabs and the history of bed bugs.
June 30, 2025, 10:55 a.m.
An Open Letter To Comcast CEO Brian Roberts
June 30, 2025, 10:31 a.m.
Economic Nihilism
June 30, 2025, 10:20 a.m.
Summer Break: Week of June 30
June 30, 2025, 10 a.m.
Kontrarian Korner's Ben Kelleran on Sable Offshore $SOC
June 6, 2025, 12:54 p.m.
LVMH - A house of luxury built on acquisitions👜
June 6, 2025, 12:49 p.m.
Nebius: Explosive Growth At What Is Still A Reasonable Valuation
June 5, 2025, 9:26 a.m.
L'Oréal (OR)
May 31, 2025, 7:54 p.m.
Event #1 - Trimas (TRS)
May 28, 2025, 6:28 p.m.
Dynatrace: Is AI For Observability Really Upon Us?
May 28, 2025, 12:11 p.m.
Pitch the PM's Doug Garber on $TUSK's mammoth cash balance
May 26, 2025, 3:41 p.m.
AGB 2025.1 - Airbnb (ABNB)
May 19, 2025, 2:01 p.m.
Somnigroup [SGI]
May 12, 2025, 1:37 a.m.
Lemonade: A Refreshing Drink For Summertime Investing
May 5, 2025, 3:36 p.m.