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.
Royce Yudkoff & Rick Ruback - Entrepreneurship Through Acquisition - [Invest Like the Best, EP.423]
May 13, 2025, 8:40 p.m.
monday.com: Work Management Software - [Business Breakdowns, EP.217]
iDen2 Expands Leadership Team With Key Hires Across Identity, Product, and Growth
May 13, 2025, 4:47 p.m.
Everything is Technology
May 13, 2025, 12:43 p.m.
May 2025: AI Agents as adversaries for building fraud models
May 13, 2025, 12:17 p.m.
Top Links 737 Tariff pocket money. UK gold shipments to the US & the business of vets.
May 13, 2025, 10:55 a.m.
The Wrong End of the Telescope
May 13, 2025, 9 a.m.
OpenAI Restructuring, Microsoft’s Rights, Simo and Windsurf
May 13, 2025, 6:48 a.m.
The myth of the AI-native startup
May 13, 2025, 12:56 a.m.
Chamath: USA Needs to Increase the Appetite for Risk Capital, or Face Stagnation 🇺🇸📈
May 12, 2025, 8:41 p.m.
Hollywood Q1 Report: Disneyland in Abu Dhabi, a Warner Bros. Spinoff, and Streaming is … Stable?
283. How I Went From a 3D Artist to GM of a Billion-Dollar Game - Justin McFarlane
Earnings: AMD, CDW, STRL, ONTO, WOLF, MCHP, SITM
May 12, 2025, 8:12 p.m.
EP108: Small-Cap Dislocations, Durable Moats, and a Bet on the Toll Collector
May 12, 2025, 6:31 p.m.
Trump vs The Federal Reserve: "The Fed is acting politically motivated."
May 12, 2025, 5:12 p.m.
Emerging Market Links + The Week Ahead (May 12, 2025)
May 12, 2025, 4:42 p.m.
🎧🍌 Ultimate Startup Growth Playbook, Using AI to Automate Operations | Sam Ross, Numeral
May 12, 2025, 4:15 p.m.
The Fourth Turning: An Interview with Jim Bianco
May 12, 2025, 3:13 p.m.
Weekly markets checklist. Week 187. 12th May 2025
May 12, 2025, 2:04 p.m.
Clarkson plc
May 12, 2025, 2:02 p.m.
Top Links 736 Mag7 and the DeepSeek shock. Alberta separtism and fossil power. And donning the "fachaleco".
May 12, 2025, 10:58 a.m.
Microsoft: An Enviable Position
May 12, 2025, 10:30 a.m.
🎧 Nord Stream 2: the plot thickens!
May 12, 2025, 7:35 a.m.
Huawei's newest development is a laptop running its own operating system
May 12, 2025, 3:50 a.m.
Transcript of Chinese Govt Press Conference in Geneva on Trade Talk with the U.S.
May 12, 2025, 2:30 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.