A live book on Investing
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 363 | Founded | 4 years ago | Last Issue | 8 days ago |
| Active | |||||
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shrubstack.comLatest Issues
Don’t Miss the Forest from the Trees
“AI Slop of Hope Trades - Part II”
While every monkey will be busy trying to call the bottom in the AI Trade, we try not to miss the forest from the trees…
The AI Slop of Hope II - Trades
With our mental framework in place, we were ready to go and execute quite a few trades today.
With our mental framework in place, we were ready to go and execute quite a few trades today.
The AI Slop of Hope - Part II
We raised the alarm on the AI Trade on the premise that the monkeys who trade it have no clue what they own and they are also terrible in Mafs.
We raised the alarm on the AI Trade on the premise that the monkeys who trade it have no clue w...
The AI Slop of Hope™️
Last week, the Nasdaq sold off nearly 2% on FT headlines that OpenAI’s annualized revenues were $20bn less than expected. As it turned out, this was just investors getting confused on the difference between “net” vs “gross” revenues…
…whic...
Shrubtivism*
*The Parody version of Activism
Some companies would truly benefit from Activism, where a shareholder proposes steps to improve the finances, operations or governance of the target company.
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Authors
The writers behind this newsletter.
Speculation is the search for truth in price and time. Operator in global markets for 20+ years. Trying to see around corners while minimizing mistakes. These are my ramblings.
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