Tag: links

Beneficial: Wexboy together with his 2024 portfolio & efficiency evaluate An amazing video explaining the East ...

Some hyperlinks 04/2025 Some deep ideas on the connection between materials wealth and happiness You'll be ...

Some hyperlinks 03/2025 Ben Evan’s “State of AI” presentation is a should learn Regardless of lackluster ...

Good yr finish evaluation from the “no deep dives” Substack with some fascinating positions Wintergem Substack ...

A really entertaining “future 10 yr asset allocator” assessment from AQR’s Cliff Assness Brief vendor Hindenburg ...

Spotlight: When you learn just one factor this week then Wintergem’s deep dive on Moats (and ...

Clubbing or “the massive night time out” appears to be a factor of the previous. Alternatively, ...

The race is on to develop the proper tires for EVs The AI “revolution” wants loads ...

Alluvial Capital with an fascinating Colombian “sum of the components plus catalyst” Cement firm An excellent ...

Should learn (for Oak barrel afficionados): Wintergem’s deep dive into TFF and the oak barrel market ...