Research & Insights

Research & Insights

Issue #103

Fortune favors the focused; A third-generation stock picker.

Issue #102

The value of doing things differently; Discernment as edge

Issue #101

"The map is not the territory"; The long game is boring

Issue #100

The two ways to create wealth in the market; Principles of an asymmetric life

Issue #99

The art of cutting bait; How to quantify risk

Issue #98

How to think like Einstein; AI and the Jevons paradox

Issue #97

An optimist's view on AI; A deep-dive on the energy grid

Issue #96

Longtermism as a lifestyle; Daring to be a great stock analyst

Issue #95

Separating hype vs. reality in AI; Peter Lynch’s best call of his career

Issue #94

Two types of knowledge: expiring and permanent; The next platform shift in media

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