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Research & Insights

  • Articles, Research & Insights

The Future Is Electric, Robotic, and Shaped by China: A Travelogue for American Investors

China is no longer the “world’s factory.” It is rapidly becoming the world’s innovator—or at least the fast-follower with state-sponsored scale.
  • Articles, Research & Insights

These Are the 3 Areas I’m Hunting
  • The Nightcrawler

Read our deep-dive on Amazon robotics and AI

“Adopt the pace of nature: her secret is patience.” — Ralph Waldo Emerson
  • Articles, Research & Insights

The Automation Bet: How Amazon Robotics Is Transforming Its Long-term Profit Engine
  • The Nightcrawler

Curiosity as a survival skill to navigate change 

"The quest for certainty blocks the search for meaning." —Erich Fromm
  • The Nightcrawler

Why I’m writing OUTLAST—a book about resilience (and hope)
  • Research & Insights, The Nightcrawler

The one concept that saved my life
  • Research & Insights, The Nightcrawler

The inner game of long-term investing
  • Research & Insights, The Nightcrawler

My interview with Barry Ritholtz on luck, humility, and how (not) to invest

"To be uncertain is to be uncomfortable, but to be certain is to be ridiculous." — (I'm uncertain of the origin of this quote.)
  • Articles, Research & Insights

The Secret Weapon of Great Investors

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