ICYMI
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Essential readings
Hunting for Supernatural Compounders (
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Oil industry is "flashing red." (
)30 Proven Stock Screens to Spot Ultra-Profitable Value Stocks (
)The 3-Step Playbook for Learning a New Sector Fast (
)Comfort Zones Don’t Build Capacity (
)How excessive government debt kills productivity and growth (
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Why do most money managers fail to beat the index? (
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Lessons from the first year of launching a hedge fund (
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Patience is (a Money Making) Virtue (
)Are we in an AI-driven bubble? (
)Why International MicroCaps Are a Target-Rich Universe (
)Warren Buffett and Berkshire Hathaway news of the week (
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Recommended Book
The Coming Wave: AI, Power, and Our Future
Mustafa Suleyman's "The Coming Wave" is a critical and urgent read for anyone trying to understand the intersection of technology, power, and the future. Drawing on his experience as a co-founder of DeepMind and Inflection AI, Suleyman argues that the combination of AI and synthetic biology represents an unprecedented "wave" of transformative technologies.
Stocks Ideas
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ASML (
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Dirt-Cheap Canadian Micro-Cap With 2x Upside Potential (
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A Profitable Disruptor of the Credit Market With 30% YoY Revenue Growth (
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A Brazilian gold producer transforming from explorer to cash machine (
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Intel (
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A non-tech Chinese liquor play with a long history (
)Visa (
)The 'Excess Inventory' Leader in Grocery (
)Broadcom (
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A Microcap with 48% Market Share (
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The Locker Giant That Grew 57% a Year and Still Priced Below Its IPO (
)A Trucking Stock Stuck in Neutral (
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AMD (
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