Latest episodes, and other adjacent thoughts.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 113 | Founded | 3 years ago | Last Issue | 5 days ago |
| Active | |||||
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riskofruinpod.substack.comLatest Issues
Stripe's John Collison on Small Business Green Shoots
From the Odd Lots Podcast
I thought this was interesting from a somewhat recent episode of Odd Lots. We are in unprecedented territory as it relates to AI, and so all I can really do to try to understand what’s coming is pay attention to s...
The Poor Man's Claude Code
A dispatch from the pathologically value oriented
[Edit: As I note in one of the comments, I wrote this post right before Google announced new models during OI day. I didn’t mention in the post, but I figured they would have new/better mod...
Sportsbooks Are Not Mad, Jeremy Grantham on Mean Reversion, and a Discord Scam
3 Things
Matt Kalish is one of the founders of Draftkings and he decided to go on the ultimate “people who live in glass houses” Twitter meltdown over the weekend. Here is the post that is climbing the leaderboard for all time quote tweets...
NEW EPISODE: Turning Over 70,000 Rocks
Andrew Martin, Fairlight Capital
Andrew Martin is the CEO of Fairlight Capital. Fairlight invests in small call value stocks all over the world. In this episode Andrew talks about finding these value names, his diligence process, the firm’...
ARCHIVE: Value Traps
David Orr talks about his long short strategy
David Orr is a former poker player turned fund manager. He started out investing with a value bias, and then eventually did a 180 and started shorting value traps. He talks about how his strate...
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Audio documentaries about risk takers. Hosted by John Reeder.
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