This week's reading and viewing list covers Most Investors Are Unprepared For This New Environment, An Update on Ray Dalio's Views of The Five Big Forces Shaping 2024 and Interview with XPEL CEO Ryan Pape. 🎙️How Electric Utilities Will Handle Booming AI Datacenter...
Weekly list
Weekly Reading List – 11th of April
This week's reading and viewing list covers Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More, Market Share & Profitability and Disney wins boardroom showdown with activist investor. 📚 Disney wins boardroom showdown with...
Weekly Reading List – 4th of April
This week's reading and viewing list covers BYD’s Rise Challenges Tesla—and Its Valuation, How Small Investments Make a Big Impact Over Time and The Mega Corporations That Control What Americans Eat. 📚 BYD’s Rise Challenges Tesla—and Its Valuation (Wall Street...
Weekly Reading List – 28th of March
This week's reading and viewing list covers Amazon’s New Focus: Fending Off Rivals Temu and Shein, Inflation Expectations and The AI Bubble Thesis with Doug Clinton. 📚 Amazon’s New Focus: Fending Off Rivals Temu and Shein (Wall Street Journal) 📚 How to Start Google...
Weekly Reading List – 21st of March
This week's reading and viewing list covers The Great Paradox Of The U.S. Market, Inflation, Bank Failures, Bubbles and Other Lessons from Financial History with Mark Higgins and Turnarounds. 📚 Turnarounds (Ian Cassel, Microcap Club) 📚 Sir John Templeton: The...
Weekly Reading List – 21st of March
This week's reading and viewing list covers The Great Paradox Of The U.S. Market, Inflation, Bank Failures, Bubbles and Other Lessons from Financial History with Mark Higgins and Turnarounds. 📚 Turnarounds (Ian Cassel, Microcap Club) 📚 Sir John Templeton: The...
Weekly Reading List – 14th of March
This week's reading and viewing list covers Everything Old is New Again: Enduring Lessons From the Very First Book About the Stock Market, Ray Dalio: Are We in a Stock Market Bubble and A Momentum Crash Course. 📺 Howard Marks Says Rates Are Not Historically...
Weekly Reading List – 14th of March
This week's reading and viewing list covers Everything Old is New Again: Enduring Lessons From the Very First Book About the Stock Market, Ray Dalio: Are We in a Stock Market Bubble and A Momentum Crash Course. 📺 Howard Marks Says Rates Are Not Historically High...
Weekly Reading List – 7th of March
This week's reading and viewing list covers Why Prices of the World’s Most Expensive Handbags Keep Rising, Chris Davis: Three Generations of Wealth and Buffett and Three Hedge Funds. 📚 Buffett and Three Hedge Funds (Intrinsic Value by Roger Lowenstein) 📚 Right or...
Weekly Reading List – 7th of March
This week's reading and viewing list covers Why Prices of the World’s Most Expensive Handbags Keep Rising, Chris Davis: Three Generations of Wealth and Buffett and Three Hedge Funds. 📚 Buffett and Three Hedge Funds (Intrinsic Value by Roger Lowenstein) 📚 Right or...
Weekly Reading List – 29th of February
This week's reading and viewing list covers Warren Buffett’s 2023 Letter to Berkshire Shareholders, Michael Mauboussin on increasing returns to scale and Morgan Housel talks to Guy Spier: Selfish Writing, Fiction vs. Nonfiction, Methods for Connecting Ideas....
Weekly Reading List – 22nd of February
This week's reading and viewing list covers Consumer Brands and Essential Inputs, The Next Chapter for Inflation and Apple vs. Meta Headset Wars, AI Innovations & Raising Cattle with Mark Zuckerberg. 🎙️ The Next Chapter for Inflation (Excess Returns Podcast)...