In this digest, we curate the most insightful free online content. This substack aspires to be a platform for your growth, whether you’re on the hunt for ideas, looking to learn from great investors, or building a great investment firm.
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11 Articles We Are Reading This Week
Hyperscalers - Joachim Klement
Turbulent AI era - Bill Gates
Lakers investment - Andrew Walker
AI economics winners - Rohit Krishnan
Medical oracle problem - Bobby Samuels
Autonomy and innovation - Ben Thompson
Winds of thematic change - Moses Sternstein
Homer on moral excellence - Stephen Pimentel
Capitalizing untethered agents - Tyler Cowen
Advertising platforms and antitrust - Byrne Hobart
Paying up for information in reverse - Harvey Sawikin
Letters, Presentations, Writeups…
Industry Insights: ai | banking | gaming | ice | robotaxis | software
Geographic Insights: China | Germany | Indonesia | Japan | UK | US
Letters: Alluvial | Desert Lion | McElvaine | Pender | Southeastern
Company Insights: Cal-Maine Foods | EVT | Intuit | Moderna | Nvidia | Planet Fitness | Power Solutions | ServiceNow | Walmart | Watkin Jones
Company Slides: Aroundtown | Bilibili | CIBC | HP | Insmed | Kohl’s | Marvell | Okta | Pernod Ricard | RBC | Salesforce | Silvercorp Metals
“The concerns which fail are those which have scattered their capital, which means that they have scattered their brains also.” —Andrew Carnegie
5 Videos We Are Watching This Week
Norges - Paul Marshall on why markets keep getting more competitive
Livewire - Vihari Ross on concentration risk and the crowded AI trade
Josh Zolin - Robert Cialdini on influence without manipulating people
Business Brew - Bob Robotti on how to think about cyclical industries
Oxbow Advisors - Dan Rasmussen on private markets and public risk
5 Podcasts We Are Listening to This Week
How I AI - Ryan Carson on managing 15 AI agents as a solo operator
Acquirers - Chris Mayer on what he found in all the 100-bagger stocks
Dwarkesh - Dylan Patel on who will own the world's compute by 2028
How I Write - Matt Haig on writing books that millions of people read
Masters in Business - Alex Morris on Buffett and Munger, unscripted
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