Research & Insights

Research & Insights

Issue #25

What happens when everything—and everyone—is connected?; Can company culture be predictive of stock market returns?; Scott Malpass on identifying winners, dealing with ego vs. curiosity, and long-term investing [podcast]

Issue #24

Edison's most exceptional invention—the idea factory; What's next for Netflix?; Clayton Christensen: "How Will You Measure Your Life?"

Issue #23

The most innovative companies are the most restless; No more gas stations for Petaluma, California; Investing in the era of misinformation

Issue #22

A compelling case for optimism (and long-term thinking); By avoiding short-term risk, do institutional allocators actually increase long-term tail risk?; The "uncoachable" traits of an exceptional investor (podcast)

Issue #21

We are at the tipping point of peak oil demand; Why isn't the construction industry more innovative?; Why every tech company wants to be a metaverse company

Issue #20

The best investment analysts embrace uncertainty [podcast]; A deep-dive on gallium—the curious metal that could overtake silicon in an electrified world;

Issue #19

"This is the leapfrog decade"; A rebalance of power in China?; Investing as a craft—or as a business?

Issue #18

The metaverse as the “successor state to the mobile internet”; What if the technology revolution is actually just beginning?; A key to long-term investing: Fight unfair fights.

Issue #17

The metaverse as the “successor state to the mobile internet”; What if the technology revolution is actually just beginning?; A key to long-term investing: Fight unfair fights.

Issue #16

Invest in hedgehog CEOs; avoid the foxes; Are passive index funds (and their investors) ready for the end of the fossil fuel era?; The exciting possibilities of clean steel.

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