The Nightcrawler

The Nightcrawler

Issue #26

Behind the scenes at Worm Capital (my conversation with The Motley Fool); What the expected value of a 3-point shot in basketball can tell us about portfolio construction; Gradually, then suddenly: investing in the exponential era

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)

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