March 29, 2020
Skin in the game, update on TPL, staggering unemployment claims, oil storage markets, what to look for in 10-Ks, debt-laden industries, AI current trends.
March 21, 2020
Macro data dashboard, locking arms, notable fintwit, Tom Russo on intelligent investing, CBOE on central bank digital currency, Francis Collins on COVID-19.
March 15, 2020
COVID-19 model and thoughts, oil price war, looming credit overhang, fund letters, Mike Maples on investing in tech, Stripe and Shopify breakdowns, and more.
March 8, 2020
Howard Marks' latest memo, Absolute Return Partners on reversion to the mean, long term real estate cycle prediction, Peter Thiel on Zero to One.
March 1, 2020
Updated Business Vault, Berkshire Hathaway Letter, investment fund letters, mental models. Peter Thiel on accomplishing more technologically, and more.
February 15, 2020
Texas Pacific Land Trust, Charlie Munger at The Daily Journal Annual Meeting, preparing for a recession, the case against REITs, Peter Thiel on geopolitics.
February 9, 2020
Tesla: Bears, Bulls, and Spectators, real estate links, economic concentration, lessons of history, SpacEx spinning of Starlink in IPO, cost of solar declines.
February 2, 2020
Unit economics, Tesla's valuation, private equity companies are trading companies faster, silicon valley vs. private equity, Deepmind study on protein folding.
January 26, 2020
Ridicule before Reverence, CEO's speak at Davos, KKR's Henry McVey on 2020, Jeff Gundlach on macro and the markets, Sundar Pichai interview.
January 19, 2020
Life's critical path, Y Combinator on startup investing, Howard Marks' latest memo, Mike Marcus on speculation, Monopolies, and more.
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