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Episode | Date |
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Summary of Process Mining for Dummies from Celonis
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Jul 18, 2024 |
Summary of Modest Proposal Interview on ILTB
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Jul 13, 2024 |
Next version of tech sector analysis for review 06_22_2024
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Jun 23, 2024 |
Mini Tech stock cross section analysis for review June 22 2024
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Jun 22, 2024 |
Mini Tech Sector Analysis June 10 2024
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Jun 11, 2024 |
Alphabet Tear Sheet Jun 10, 2024
|
Jun 10, 2024 |
Super long investment memo on Alphabet, Inc. June 2024
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Jun 10, 2024 |
News based Super long investment memo for Disney June 8, 2024
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Jun 08, 2024 |
Salesforce news last 3 years
|
Jun 08, 2024 |
Disney news articles past 3 years
|
Jun 08, 2024 |
Tesla draft Super long investment analysis memo June 4, 2024
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Jun 04, 2024 |
Johnson and Johnson Superlong draft 6_3_2024
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Jun 03, 2024 |
Blogpost on Salesforce as bellwhether for Enterprise SaaS June 2 2024
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Jun 02, 2024 |
Super long format Salesforce.com analysis June 2 2024
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Jun 02, 2024 |
Summary Ben Thompson interview with CEO of Terrafrom Industries
|
Jun 02, 2024 |
JNJ Summary v1
|
May 22, 2024 |
AMZN Initial Short Summary v1
|
May 22, 2024 |
Albermarle Summary draft
|
May 21, 2024 |
Pharma 1 again May 11, 2024
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May 11, 2024 |
Energy 1 Summary May 10 2024 BIO plus 10K plus ConfPres
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May 11, 2024 |
Pharma 1 Summary May 10 2024 vs 10k plus BIO pus ConfPres
|
May 10, 2024 |
Pharma 1 summary May 10 2024 Bio plus 10K
|
May 10, 2024 |
Chevron Q4 2023 Conference Call deck summary
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May 09, 2024 |
Merck Q1 2024 earning conference call deck summary
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May 09, 2024 |
Summary of Ben Thompson interview with Databricks Founder and CEO Ali Ghodsi
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May 02, 2024 |
Summary BG2 Podcast Episode AI Models and Data Scaling 4_29_2024
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Apr 30, 2024 |
Bill Gurley and Michael Mauboussin on ILTB. Highlights
|
Apr 25, 2024 |
Embedded Insurance round up 2
|
Apr 24, 2024 |
More on App Lovin in preparation for posting blog
|
Apr 22, 2024 |
Draft blog post on App Lovin
|
Apr 20, 2024 |
AI and ML related example innovations in the Insurance Industry
|
Apr 11, 2024 |
Summarizing Carlota Perez appearing on Luminary podcast , discussing Technological Revolutions
|
Apr 09, 2024 |
Summary of Age of Miracles Series on Nuclear Energy
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Apr 09, 2024 |
Summary of Hannover Re and Swiss Re Q3 and Q4 earnings conference call
|
Apr 08, 2024 |
Summary of Nvidia 2024 GTC keynote address by Jensen Huang
|
Apr 08, 2024 |
Summary of Brad Gerstner Bill Gurley conversation regarding nuclear power
|
Apr 06, 2024 |
Generative AI compendium of viewpoints
|
Apr 03, 2024 |
Summary of Acquired podcast episode on Renaissance Technologies
|
Apr 03, 2024 |
Google's Nigel Walsh talks Insurance AI
|
Apr 02, 2024 |
AI might help the middle class
|
Apr 01, 2024 |
KPMG Generative AI for Insurance Oct 2023
|
Apr 01, 2024 |
AWS AI for Insurance at Re Invent 2022
|
Apr 01, 2024 |
WIX initial unified blogpost
|
Mar 23, 2024 |
WIX summary of materials ex Form 20 F
|
Mar 22, 2024 |
WIX summary of Form 20F 2022
|
Mar 21, 2024 |
MGNI recent earnings call summaries
|
Mar 15, 2024 |
Magnite Unified Summary March 2024
|
Mar 14, 2024 |
Magnite S1 from Feb 2014
|
Mar 14, 2024 |
Roku even longer summaries
|
Mar 12, 2024 |
Roku long version March 11 2024
|
Mar 11, 2024 |
Roku short version
|
Mar 11, 2024 |
XPO full source summary details
|
Mar 08, 2024 |
XPO Summary post
|
Mar 08, 2024 |
Buffered ETFs are growing fast
|
Mar 06, 2024 |
Shopify is enabling the democratization of entrepreneurialism
|
Mar 04, 2024 |
Shopify Excerpts from Tech commentators March 2024
|
Mar 03, 2024 |
TradeDesk blogpost draft V2
|
Feb 29, 2024 |
TradeDesk Blogpost 2_29_2024 V1
|
Feb 29, 2024 |
Draft 2 Catching up with The TradeDesk
|
Feb 28, 2024 |
Draft - Catching up with The Trade Desk
|
Feb 28, 2024 |
Tech Analyst Ben Evans Insights December 2023
|
Jan 08, 2024 |
First third of Seneca on Shortness of Life for quality check
|
Sep 25, 2023 |
Seneca On The Shortness of Life
|
Sep 24, 2023 |
Digital Transformation Psychological Safety
|
Sep 20, 2023 |
Reflections on the Tech Industry Aug 20 2023 to Sept 18 2023
|
Sep 20, 2023 |
Digital Transformation, bridging the divide installments 21 to 25
|
Sep 18, 2023 |
Digital Transformation - Bridging the divide, Installments Ten to Fifteen
|
Sep 17, 2023 |
Digital Transformation - Bridging the divide, installments sixteen to twenty
|
Sep 17, 2023 |
Digital Transformation - Bridging the divide , Installments Five to Nine
|
Sep 15, 2023 |
Digital Transformation - Bridging the Divide Installments One to Four
|
Sep 15, 2023 |
Liz Ann Saunders on Market Conditions Sept 7 2023
|
Sep 08, 2023 |
Summary of credit market discussion between Meb Faber and Stephanie Tomboy
|
Aug 10, 2023 |
Machine Learning and Asset Management: Revolutionizing Quantitative Finance
|
Aug 10, 2023 |
Decoding AI Evolution: EconTalk’s Russ Roberts talks to Zvi Mowshowitz
|
Aug 10, 2023 |
Machine Learning Revolution: Enhancing Asset Management Efficiency and Productivity
|
Aug 09, 2023 |
Predicting the Impact of Higher Interest Rates on Credit and Market Dynamics
|
Aug 04, 2023 |
"Democratizing Access to Alternative Investments: A Conversation with Matt Brown
|
Aug 04, 2023 |
SALT Investment Conference V1 2023
|
Jul 31, 2023 |
Summary: Exploring Equity Factors: Investment Insights & Stock Return Analysis (1866-1926)
|
Jul 31, 2023 |
Angel Investing and Personal Wealth Increase: A Summary Guide
|
Jul 22, 2023 |
Streamline for Financial Dashboards with Part Time Larry
|
Jul 09, 2023 |
AI Reading and Explaining Scientific Papers
|
Jul 09, 2023 |
Lex Fridman and RFK Jr July 2023
|
Jul 07, 2023 |
Big Tech's Comeback
|
Jul 05, 2023 |
Concussions and Neurological Health - First Installment
|
Jul 03, 2023 |
Lex Fridman and George Hotz on Tiny Corp, Twitter, and AI
|
Jun 30, 2023 |
Tim Ferris and Andrew Huberman Summary
|
Jun 29, 2023 |
Palantir Stratechery Summary
|
Jun 29, 2023 |
First Try
|
Jun 26, 2023 |