The Disruptive Investor
Disruption doesn't wait for consensus. Neither should your portfolio.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 81 | Founded | a year ago | Last Issue | 4 days ago |
| Active | |||||
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THE DAY A FOOTNOTE MOVED THE MARKET
Red across the screens today. Every major index closed lower, and artificial intelligence was at the epicentre.
The spark came from the Financial Times.
In recent communications with investors, OpenAI, the company behind ChatGPT, put its...
JIM SIMONS: THE RETURN THAT CHANGED THE QUESTION
Most investors spend their careers trying to outperform the market. Jim Simons built a record that made the conventional definition of outperformance look inadequate.
Between 1988 and 2018, Renaissance Technologies’ Medallion Fund reported...
SEVEN STOCKS. SIXTEEN DAYS. +7.1%
Dear subscriber,
Dear subscriber,
OIL IS FLOWING AGAIN. THE MARKET HAS NOT NOTICED.
August 2026: US consumer prices rose 3.4% over twelve months. Excluding food and energy, the figure is 2.4%. A full point of difference, and that point has a name: energy, up 16.3% year on year. Gasoline gained 3.9% in August alone and acco...
YOUR WORST ENEMY IN THE MARKET IS NOT VOLATILITY.
IT IS 𝘠𝘖𝘜.
IT IS 𝘠𝘖𝘜.
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| Subscribers | Engagement | 77 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
30 years in institutional finance. I run a disruption fund from Switzerland and built a hybrid momentum system that found AppLovin at +976%, NVIDIA at +755%, and Spotify at +701%. Now sharing the signal in English.
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