Random Walk
Moses Sternstein"A multidisciplinary cast of mind . . . with a yen for synthesis." - Charlie Munger (about himself, not Random Walk)
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 480 | Subscribers | Read | therandomwalk.co |
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| #77 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
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Favorite tweet of the week.
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Pouring cold water on compute (maybe)
Searching for evidence that the Nvidia rocketship is slowing
When Walmart speaks, we listen
First, a clear-eyed reminder about who the bad guys are. Then, the Bentonville grocer dishes on the triple-tailwind in its sails
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Authors
The writers behind this newsletter.
Discovering alpha in ideas. Investor. Operator. Dilettante. Endlessly curious. Always contrarian. Builder of fintech. Builder of proptech, Ex-Big Law.
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