Reading List

Weekly Reading List – 18th of July

This week’s reading and viewing list covers Why International Investing Makes Sense for Long-Term Investors and eta CTO Andrew Bosworth on the Metaverse, VR/AR, AI, Billion-Dollar Expenditures, and Investment Timelines. 📚 Meta CTO Andrew Bosworth on the Metaverse,...

Weekly Reading List – 11th of July

This week’s reading and viewing list covers Investing In The Era of Climate Change w/ Bruce Usher, AI Commoditization and Capital Dynamics and The Transition to a Higher Cost of Capital.    📚 Halfway There (Jason Zweig, WSJ) 🎙️ Modest Proposal - AI...

Weekly Reading List – 4th of July

This week’s reading and viewing list covers The Magic of Compounding and Mark Zuckerberg on Creators, AI Studio, Neural Wristbands, Holographic Smart Glasses, Picasso & More.    📚 The Roundup: Top Takeaways from Oaktree Conference 2024 (Howard Marks, Oaktree...

Weekly Reading List – 27th of June

This week’s reading and viewing list covers The Clean Industrial Revolution has arrived, Nvidia Is No Cisco, but It Is Getting Expensive, and Meet the Highest Paid CFOs of 2023.   📚 Wall Street’s favorite strategist discusses how to be a better investor (Joseph...

Weeky Reading List – 20th of June

This week's reading and viewing list covers EV Maker Fisker Files for Bankruptcy After Its Glitchy SUV Flops, The Apple-OpenAI “Deal”, Japan and the App Store, Apple’s AI Developer Risk  and Google partners with Nevada utility for geothermal to power data centers....

Weeky Reading List – 13th of June

This week's reading and viewing list covers Apple Intelligence is Right On Time, Inflation & Interest Rates More Likely To Rise Than Fall In Coming Years with Jim Grant and Stock Market Concentration: How Much Is Too Much? 📚 Stock Market Concentration: How Much Is...

Weekly Reading List – 6th of June

This week's reading and viewing list covers AI Integration and Modularization, The Legacy of Danny Kahneman and Are We on the Brink of an AI Investment Arms Race? 📚 AI Integration and Modularization (Stratechery) 📚 The Economics of Different (Eric Cinnamond)...

Weekly Reading List – 30th of May

This week's reading and viewing list covers Copper’s Boom Story Has Some Truth — and Lots of Hogwash, Interviews with Microsoft CEO Satya Nadella and CTO Kevin Scott About the AI Platform Shift and Jamie Dimon says the U.S. economy could have a hard landing....

Weekly Reading List – 2nd of May

This week's reading and viewing list covers Valuation Multiples: What They Miss, Why They Differ, and the Link to Fundamentals, How To Beat The Market w/ Bryan Lawrence and Risk Seeking vs. Mitigating. 📚 Valuation Multiples: What They Miss, Why They Differ, and the...

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...

Weekly Reading List – 23rd of May

This week's reading and viewing list covers How the ‘Harvard of Trading’ Ruined Thousands of Young People’s Lives, Interview with Lee Hsien Loong: Two decades as Prime Minister of Singapore and How Steve Jobs Kept Things Simple.​ 📚 Warren Buffett’s Berkshire Reveals...

Weekly Reading List – 16th of May

This week's reading and viewing list covers Value investing in an uncertain world: Fireside chat with Bill Ackman and Ryan Israel, The Impact of Debt and Book review: The Man Who Solved The Market.​ 📺 Value investing in an uncertain world: Fireside chat with Bill...

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