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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An executive summary of this week’s selections:
11 Articles We Are Reading This Week
Anthropic - Mauricio Heck
Canadian bear - Will Thomson
The Munger games - Harvey Sawikin
Wrong but useful ideas - Scott Sumner
Trust as the scarce asset - Abraham Thomas
AI spending plays through - Aswath Damodaran
AI’s looming power shortage - Kirsten Horton
A turnaround’s first six weeks - Reimar Scholz
Life with nonzero interest rates - Byrne Hobart
Why AI forecasters misread China - Farrell Gregory
Consumer agents and the OTA short - Andrew Walker