Research & Insights

Research & Insights

Issue #85

The five-year valuation question Buffett likes to ask; How writing (and re-writing) leads to smarter ideas

Issue #84

Tom Russo on investing, markets, and the importance of curiosity; Andrej Karpathy on Optimus, software 2.0, and data engines

Issue #83

Evolutionary game theory (and the search for truth in an illusory reality); An "unreasonable" approach to customer service "magic”

Issue #82

Inefficient market hypothesis; Why the 1987 crash didn't scare Peter Lynch; Philip Fisher's most important lesson

Issue #81

Lessons from Warren Buffett's 10-year bet; What investors can learn from billiards: Probability theory

Issue #80

Creativity, the future, and long-term investing; The age of supercomputing—and AI's exponential abilities; The counterintuitive genius of Trader Joe's

Issue #79

The dawn of "The Great Progression"; Earn customers—don't pay for them

Issue #78

The stock sleuth approach; Slack as edge

Issue #77

How a fast transition to renewables could save (not cost) $15 trillion; Giving thanks for Wall Street's short-term mindset

Q&A with Arne Alsin and Eric Markowitz – September 2022

“For those of you who know me well, you know that this work—investment research— is all I do. I probably spend 60, maybe 80 hours a week purely on research. Gave up golf about a decade ago. No more meetings. I’ve devoted myself to this enterprise. And I love it.”

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