The K-Shaped World Cup
Underneath the global spectacle is the same story I keep finding in the economic data — two very different experiences, depending on your income
tag: Investing
The Bottleneck nobody's buying: AI Runs on kilowatts, not just code
Everyone's piling into AI stocks. But the real constraint on AI's growth isn't compute — it's power.
Revisiting Charlie Munger's Timeless Wisdom for 2026
Revisiting the profound principles of Charlie Munger for the new year.
Contrarian and Independent: My approach to Value Investing
Your margin is my opportunity!