Articles

Articles

Why I’m Optimistic About the Market

CES Field Report: Edge AI Might be the Future of Computing

Here’s a few ideas based on panels and conversations we experienced at CES.

​​Confessions of a Crazy Stock Picker Part II: Tesla and the Art of Long-Term Thinking

Volatility: A Double-Edged Sword for Long-Term Equity Investors

It’s precisely these moments of irrationality that create opportunity.

Field Report: 5 Takeaways from We, Robot

Most investors had an immediate, gut reaction to last week’s Tesla’s Robotaxi event, and I understand why. I was there—it was a spectacle.

The Trillion-Dollar Answer to AI’s Biggest Question

(Hint: Look at Tesla and Google.)

10 Life and Business Lessons from a 40-Year Investor

There’s always something new to learn, and if you think you’ve mastered this game, you’re already behind.

The golden strategy of stacked “marginal gains”

Why the “extremophyte mindset” is crucial to lasting success

Conformity be damned: How to crack the “black sheep paradox”

Going against the grain is often difficult — but necessary for outperformance over the long-term.

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