Archive - Investing 101

New Top Discussion

In Defense of Good Tech Companies

Mar 24

The Evolution of Interest

Mar 18

A Contrary Research Event

Mar 11

Defensibility Is For Dummies

Mar 4

The Best Starting Point To Understand Any Private Tech Company

Mar 1

February 2023

Framing a Frame of Mind

Feb 25

The What Is Never As Important As The Why

Feb 18

The Collective Hallucination of Oncoming Capital

Feb 11

Reflecting on The AI Moment

Feb 3

January 2023

Dependencies & Failure Points

Jan 28

The Culling of The Unicorns

Jan 20

Betting The Mouse To Save The House

Jan 12

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