This week's reading and viewing list Big Tech Capex and Earnings Quality, How Walt Disney Built His Greatest Creation: Disneyland and Berkshire Hathaway’s 2024 Q&A Session. 📚 Big Tech Capex and Earnings Quality (John Huber) 📚 Broken Record: An open letter to...
Reading List
Weekly Reading List – 24th of April
This week's reading and viewing list covers How Not to Invest in the Bond Market, Secrets of Family Empires and Generative A.I. Arrives in the Gene Editing World of CRISPR. 📚 The Little Things that Result in the Big Things (Ian Cassel, Microcap Club) 📚 How Not to...
Weekly Reading List – 18th of April
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 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...