Research & Insights

Research & Insights

Issue #93

Good writing, good investing; Finding the next 10-bagger; "The infinite value of exploring challenging ideas"

Issue #92

Embracing uncertainty; A primer on value investing

Issue #91

On Leonardo Da Vinci's obsessions and curiosities; How to come up with good ideas; Beware of highly correlated opinions (and other thoughts from Kevin Kelly)

Issue #90

Exploring the implications of "transformative" AI

Issue #89

Technology revolutions, entropy, and the art of investing; The pursuit of wisdom and "relevance realization"

Issue #88

What will AI disrupt?; Creativity, investing, and what Tarantino can teach us about subtext

Issue #87

Focusing on what matters; The Brookfield story

Issue #86

Tony Seba on the five 'phase change' disruptions of the 2020s; "Get a horse!" Skepticism during early technology paradigm shifts

Issue #85

The five-year valuation question Buffett likes to ask; How writing (and re-writing) leads to smarter ideas

Issue #84

Tom Russo on investing, markets, and the importance of curiosity; Andrej Karpathy on Optimus, software 2.0, and data engines

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