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Saturday, 30 September, 2023

Nongaap Investing | Mike

Illumina: RICO Investment Trust

Friday, 29 September, 2023

Chamath Palihapitiya | Chamath Palihapitiya

What I read this week...

A Wealth of Common Sense | Ben Carlson

Three Things Investment People Hate to Admit

Collaborative Fund

The Tide Is Going Out

Net Interest | Marc Rubinstein

Guardians of the Rich

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

Do We Really Have Too Much AI Infrastructure?

Clouded Judgement | Jamin Ball

Clouded Judgement 9.29.23 - Rates Keep Going Up