
High-conviction, concentrated investing. One deep-dive per week into the companies and sectors where a single position can define a portfolio.
| Platform | Pricing | Freemium | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 24 | Founded | 8 months ago | Last Issue | 20 days ago |
| Active | |||||

I’m going to tell you something that’s going to annoy you a little.
I’m going to tell you something that’s going to annoy you a little.
Three months ago, I was reading the December issue of Power Magazine.
Three months ago, I was reading the December issue of Power Magazine.
On April 23, the European Commission signed off on €44 billion in defense loans for Poland.
On April 23, the European Commission signed off on €44 billion in defense loans for Poland. The largest single allocation under the SAFE program. E...
Let me tell you what I did on April 21, 2025.
Let me tell you what I did on April 21, 2025.
Three of my closest friends never finished college.
Three of my closest friends never finished college. In the last two years, they’ve each made more than I did in the ten years after my MBA.
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The writers behind this newsletter.
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