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.
UnitedHealth Group: Beyond The Premium - [Business Breakdowns, EP.219]
June 4, 2025, 8:40 p.m.
Clooney’s Big Broadway Bet, and How to Make Real Money in Theater
Shift4’s Acquisition of Global Blue (GB)
June 4, 2025, 7:58 p.m.
The Snowball (May 2025 Fintwit Book Club)
June 4, 2025, 7:18 p.m.
A Case Study in Why Movies Should Go to Theaters
June 4, 2025, 6:58 p.m.
Jared Isaacman: What went wrong at NASA | The All-In Interview
June 4, 2025, 6:14 p.m.
Rubrik Q424
June 4, 2025, 5:28 p.m.
Siri Co-Founder: We Built Siri as a 'Do Engine.'
June 4, 2025, 4:30 p.m.
Hermès
June 4, 2025, 1:02 p.m.
Top Links 759 The privatization of ICE detention. The monsoon comes early. Mogadishu under pressure & an African road.
June 4, 2025, 10:59 a.m.
Anduril + Meta, Silicon Valley and the Pentagon, Meta’s Motivations
June 4, 2025, 10:52 a.m.
The HC Commodities Podcast Live Event: Navigating Uncertainty - Trends and Risks in Commodity Trade
June 4, 2025, 10:46 a.m.
The Personalization of Software
June 4, 2025, 9:27 a.m.
Miami Mayor's Three Step Formula that Made It the Happiest and Healthiest City in America
June 4, 2025, 2:21 a.m.
How some Republicans changed their minds about AI safety
June 4, 2025, 12:10 a.m.
Agentic Commerce is Coming: How AI Will Reshape Online Retail
June 3, 2025, 10:29 p.m.
John Zito - Inside Apollo - [Invest Like the Best, EP.426]
June 3, 2025, 8:40 p.m.
Inside IAC: Chris Halpin on Unlocking Value in Turo, Dotdash Meredith, and the Future of Digital Media
The Formula for Building America's Happiest City: Miami Mayor Francis Suarez | All-In Live
June 3, 2025, 8 p.m.
Muddy Waters' Darren McLean on investing in the mining sector
June 3, 2025, 12:38 p.m.
Nike on Amazon; Nike’s Disastrous Pivot; Inevitability, Intentionality, and Amazon
June 3, 2025, 12:24 p.m.
Top Links 758 Delinquent consumer debt. South Africa's unemployment crisis. Napoleon's sword and the legend of the "Black Star" pistol.
June 3, 2025, 10:57 a.m.
Southeast Asia’s home-grown AI alternative shows promise
June 3, 2025, 2:21 a.m.
Jeffrey Sachs: Starting WW3 over Taiwan " the stupidest thing for my grandchildren to die for."
June 3, 2025, 1:47 a.m.
Is OpenAI making the same mistake Humane did?
June 3, 2025, 12:35 a.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.