Notes From The Beauty Contest
CrashkolnikovNFTBC is a new investment blog that views current market dynamics through Keynes' newspaper beauty contest analogy. At NFTBC we will share deep dives on stocks, emphasizing a philosophy of "faithfulness" rather than trying to play the game.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 35 | Subscribers | Read | notesfromthebeautycontest.substack.... |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
PTC Inc - A Deep Dive (Part 2)
Product tour, AI strategy and financial considerations
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Musings on a possible new franchise in hearing loss and what it means for investors.
The NFTBC Digest (12 October 2025)
News, Links, Marginalia and other Curiosities
BMW - Update (October 2025)
Reflections on the Q3 sales numbers and 2025 guidance
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