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The cavalry isn't coming: UK stocks, relistings, and AI analysts | Ben Isaac, Brizo Capital
2026/10/20 13:16:28
October 2026 Random Ramblings
2026/10/14 16:13:55
September 2026 Random Ramblings
2026/09/25 13:51:02
$NTDOY: is Nintendo's flywheel actually there? | Accrued Interest
2026/09/18 13:45:51
Adam Wyden: buying someone else's pain in Stagwell $STGW and Driven Brands $DRVN | ADW Capital
2026/07/07 20:58:59
$FOX dropped 25% buying $ROKU. Is the market wrong? | Accrued Interest
2026/06/28 18:05:59
Accrued Interest's Simeon McMillan on $VSNT and the evolving media space
2026/03/14 20:43:57
A tour through the media landscape with TSOH's Alex Morris
2026/03/10 10:57:59
Bill Chen's follow up on REITs and $ALX
2026/02/05 14:48:00
Bill Chen on the current set up for REITs
2026/02/03 14:01:24
Avation Post-Mortem with Jeremy Raper $AVAP
2026/01/23 14:31:19
General Market Thoughts and the Case for Change at Humm with Jeremy Raper
2026/01/21 14:45:54
Chadd Garcia breaks down WaterBridge's post-IPO value creation story $WBI
2025/11/09 13:15:54
Born to be wired (September 2025 Book Club)
2025/10/02 14:15:43
Artem Fokin on Improving with AI and Expert Calls
2025/09/18 11:45:45
Railroader (August 2025 fintwit book club)
2025/09/02 12:58:56
Perfecting the Investing Craft with Caro-Kann’s Artem Fokin
2025/08/21 15:45:18
SemiAnalysis' Jeremie Eliahou Ontiveros on all things datacenter / power
2025/08/18 11:43:08
Softwar: An Intimate Portrait of Larry Ellison and Oracle $ORCL (Fintwit Book Club July 2025)
2025/07/29 14:38:49
Rhizome Partner's Bill Chen's post-NAREIT takeaways
2025/06/19 12:13:46
The Snowball (May 2025 Fintwit Book Club)
2025/06/04 19:19:14
Planet Microcap 2025 Q&A with Artem Fokin of Caro-Kann Capital
2025/05/21 13:30:06
Cliff Sosin from CAS on Carvana and a bunch of other stuff $CVNA
2025/05/08 15:25:28
Clashing Over Commerce (Fintwit Book Club April 2025)
2025/05/02 13:49:09
March 2025 Fintwit Book Club: Diary of a Very Bad Year with Byne Hobart from The Diff
2025/04/01 16:59:01
Alex Morris, TSOH & Author of "Buffett and Munger Unscripted", talks 2024 Berkshire Annual Letter
2025/03/11 12:39:34
Fintwit Book Club Feb 2025: Advanced Portfolio Management: A Quant's Guide for Fundamental Investors
2025/03/05 14:05:05
SemiAnalysis' Jeremie Eliahou Ontiveros on the supply/demand dynamics of AI and data centers
2025/02/11 21:40:35