Research & Insights

Research & Insights

Issue #62

In pursuit of the holy grail; Demand destruction and "taking the juice out of the system"; It's all about duration

Issue #61

How to live a happy and long life; "What happens next?"; Double-down on research during volatility

Issue #60

Owning #1 businesses; How Spotify is leveraging neural networks to propel growth

Issue #59

The jagged path to long-term compounding; Patience is potential energy that can quickly convert to kinetic energy

The Pitfalls of Reasoning by Analogy…And The 5 Traits of A Successful Investor

The Pitfalls of Reasoning by Analogy…And The 5 Traits of A Successful Investor

Issue #58

103 pieces of advice; Finding perennial patterns to make sense of the world—a conversation with Tom Morgan; "Tesla: Unlocking the Age of Abundance"

Issue #57

The Tesla Decade; Tech is a crowbar; "The long run is simply the sum total of many short-runs strung together"

Issue #56

Artificial intelligence will enable a world of abundance, zero-marginal-costs, and... lots of weird content; "Iterative innovation creates magic for customers"‘; What happens next?

Issue #55

The "pro-entropic business" is strengthened in a world of chaos; Worm Theory, making big bets, working with Arne, and getting into position; It turns out making stuff is hard

Issue #54

Is Nintendo following in the footsteps of Apple?; What Joel Greenblatt learned from Warren Buffett

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