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.
Can Paramount Solve Its Impossible Trump Problem?
April 29, 2025, 8:40 p.m.
Cliff Sosin - Investing in Carvana - [Invest Like the Best, EP.421]
The Three Tariff Problem
April 29, 2025, 8:02 p.m.
David Sacks Explains How Elon Can Pullback from DOGE and Still Be Effective
April 29, 2025, 6:44 p.m.
ON Semiconductor: Are 40% Operating Margins Achievable?
April 29, 2025, 2:04 p.m.
Chaos is a Ladder
April 29, 2025, 12:48 p.m.
My first accounting job: Kristine “Tina” Caratan
April 29, 2025, 12:01 p.m.
Top Links 723 Argentina's sweetheart loan. The pope who lost his country & vasectomies for capybaras.
April 29, 2025, 11:02 a.m.
Intel Earnings, TSMC Earnings
April 29, 2025, 9:59 a.m.
On the "non-nuclear hydrogen bomb"
April 29, 2025, 2:32 a.m.
Meta has a chatbot problem
April 29, 2025, midnight
Science Corner: David Friedberg Explains Recent Mitotherapy Breakthroughs ⚡️
April 28, 2025, 10:35 p.m.
Premium: NVIDIA sails the seas
April 28, 2025, 10:01 p.m.
Crosspost: Tesla’s non-GAAP crypto adjustment raises a timing question
April 28, 2025, 9 p.m.
Announcement: Acquired Live at Radio City Music Hall!
April 28, 2025, 8:40 p.m.
Megyn Kelly on the Next Batch of Politicians: "These are Congressional Kardashians" 💣🔥
April 28, 2025, 5:34 p.m.
Emerging Market Links + The Week Ahead (April 28, 2025)
April 28, 2025, 4:37 p.m.
Update 2025.2 - Tyler Technologies (TYL)
April 28, 2025, 4 p.m.
February 2022: Children of Durbin
April 28, 2025, 3:38 p.m.
Weekly markets checklist. Week 186. 28th April 2025
April 28, 2025, 3:36 p.m.
Construcciones y Auxiliar de Ferrocarriles SA
April 28, 2025, 2 p.m.
Earnings: INTC, STM, TXN, VRT, LRCX and More
April 28, 2025, 1:53 p.m.
🎧🍌 Lessons Scaling Zero to $40M ARR in Two Years | Dan Lorenc, Chainguard
April 28, 2025, 1:37 p.m.
EP106: 8 Fresh Stock Ideas from Industries You Can’t Ignore
April 28, 2025, 12:31 p.m.
Top Links 722 Georgieva's chainsaw moment and the craven silence at the spring meetings. Why the pistachio market is stretched and red Vienna.
April 28, 2025, 10:59 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.