I came across Aika Ussenova’s Substack page after Marc Rubinstein of Net Interest gave her a shoutout for her great research into financials. In this article, Aika does a great job explaining the two types of digital banks - bottom-up and top-down. You can check out (definitely …
I previously mentioned the great work that Mario Gabriele does with his team of writers that he brings together at The Generalist in my summary of Stri…
Niels Clemen Jensen is the founder and Chief Investment Officer of Absolute Return Partners. Every month he writes a great investment letter than I rea…
I previously wrote up a summary from Marc Rubinstein’s Net Interest newsletter on Burford Capital and the litigation finance industry. This time I’m wr…
Jeff Bezos just wrote what looks to be his last shareholder letter since he is transitioning out of the CEO role. All of Jeff Bezos’ letters are worth …
Mario Gabriele created The Generalist to help its readers understand how technology is changing the world and he is doing an amazing job at that. I’ve …
Ray Dalio has been one of my favorite writers to read. He wrote many great books including Principles, Principles for Navigating Big Debt Crises and th…
The fate of the world is under the control of a handful of semiconductor companies and in this great whitepaper, Brinton Johns and Jon Bathgate of NZS …
See all