The Nightcrawler

The Nightcrawler

Issue #28

Airbnb is enabling a future of 'jurisdictional arbitrage' in housing; The search for a better battery; The long-term implications of the rapid pace of technological change

Issue #27

"The value of what you are building is the sum of all the problems that you solve" - Daniel Ek; The Contrarian: An inquiry into Peter Thiel; The quest to genetically resurrect the woolly mammoths

Issue #26

Behind the scenes at Worm Capital (my conversation with The Motley Fool); What the expected value of a 3-point shot in basketball can tell us about portfolio construction; Gradually, then suddenly: investing in the exponential era

Issue #25

What happens when everything—and everyone—is connected?; Can company culture be predictive of stock market returns?; Scott Malpass on identifying winners, dealing with ego vs. curiosity, and long-term investing [podcast]

Issue #24

Edison's most exceptional invention—the idea factory; What's next for Netflix?; Clayton Christensen: "How Will You Measure Your Life?"

Issue #23

The most innovative companies are the most restless; No more gas stations for Petaluma, California; Investing in the era of misinformation

Issue #22

A compelling case for optimism (and long-term thinking); By avoiding short-term risk, do institutional allocators actually increase long-term tail risk?; The "uncoachable" traits of an exceptional investor (podcast)

Issue #21

We are at the tipping point of peak oil demand; Why isn't the construction industry more innovative?; Why every tech company wants to be a metaverse company

Issue #20

The best investment analysts embrace uncertainty [podcast]; A deep-dive on gallium—the curious metal that could overtake silicon in an electrified world;

Issue #19

"This is the leapfrog decade"; A rebalance of power in China?; Investing as a craft—or as a business?

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