Deep fundamental thinking on equities, business, and geofinance.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 237 | Founded | 3 years ago | Last Issue | 5 days ago |
| Active | |||||
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It's Time To Be Bullish On Compute, Again.
All the best investors share a common trait—they gather many related and seemingly unrelated ideas, turn them into mental models, and draw on these to make decisions.
Charlie Munger calls this “latticework of mental models”:
In investing,...
Finishing July: Our Portfolio Outperforms S&P 500 by 25%, Here Is What We Own!
Portfolio is now up 43% over the last twelve months against 18% of the S&P 500!
💥Our portfolio is outperforming the market by 25%!
Buying This Fast Growing Small-Cap Company With 2x Potential!
Recurring revenue business, growing at an exceptional rate. Nobody watches it. The stock can make 2x in the next few quarters and 4x over the next 3-4 years.
How do you beat Michael Jordan?
Kimi 3: AI Capex Apocalypse or a Buying Opportunity?
Most of the technological breakthroughs in modern defense and aerospace industries can be traced back to World War II.
Everybody remembers the atomic bomb, but there were actually many technological leaps that happened during the war that...
The Mega-Cap Opportunity: Meta & Microsoft!
Investing is all about buying exceptional businesses at attractive prices.
At least, this is the type of investing we practice here, and it’s worked exceptionally for us so far.
The definition clearly states the two critical elements—an...
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Authors
The writers behind this newsletter.
Analyst. I write about undervalued global stocks with durable competitive advantages and occasional essays on investing.
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