Oct 15, 2026
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2 min read
A theme fund that isn't married to one theme.
11 min read
Own what compounds. Own what AI needs. But don’t confuse a durable business with a portfolio that can survive a crisis.
Oct 14, 2026
9 min read
Every shortage pays someone. Then it pays someone to end it. Here's the score I'm building to spot the turn.
Oct 13, 2026
7 min read
Spreading money across countries and style boxes isn't diversification. It's diworsification. Own the world's best businesses, and make sure they don't run on the same engine.
Oct 12, 2026
Bank of America's model has AI networking growing more than 11-fold by 2030. Read the whole table and the money is moving inside the network.
Oct 11, 2026
1 min read
Weekly, not quarterly.
