The purpose of this weekly is to sharpen my thinking by sharing thoughts about industries and companies that fit into powerful long-term investment themes. It is also a place to share insights into decision making, takeaways from the past week, and random thoughts that arise.
The purpose of this weekly is to sharpen my thinking by sharing thoughts about industries and companies that fit into powerful long-term investment themes. It is also a place to share insights into decision making, takeaways from the past week, and random thoughts that arise.
The purpose of this weekly is to sharpen my thinking by sharing thoughts about industries and companies that fit into powerful long-term investment themes. It is also a place to share insights into decision making, takeaways from the past week, and random thoughts that arise.
The purpose of this weekly is to sharpen my thinking by sharing thoughts about industries and companies that fit into powerful long-term investment themes. It is also a place to share insights into decision making, takeaways from the past week, and random thoughts that arise.
The purpose of this weekly is to share thoughts about industries and companies that fit into powerful long-term investment themes. It is also a place to share insights into decision making, takeaways from the past week, and random thoughts that arise. This week: 990s Lessons
The purpose of this weekly is to share thoughts about industries and companies that fit into powerful long-term investment themes. It is also a place to share insights into decision making, takeaways from the past week, and random thoughts that arise. This week: Lessons learned
The purpose of this weekly is to share thoughts about industries and companies that fit into powerful long-term investment themes. It is also a place to share insights into decision making, takeaways from the past week, and random thoughts that arise. This week: Software and
This week: 3 Thoughts on AI a question about Prudence “You miss too much these days if you stop to think.” — U2 AI: The Pace of Change is Mind Blowing What happened? Open AI (Chat GPT) held their first developer conference, and it produced
This is a weekly blog post dedicated to talking about current events in the world of innovative companies and how they fit into powerful long-term themes. I also share a few random thoughts that came up in the week. My goal is to make this
