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Convo between two of my favorite dudes around these parts, Bill Brewster + Braden Dennis What Braden has accomplished so far is wildly impressive. Seems like he's just picking up steam and that he's quite thoughtful. Nice! Self recommending 😎 open.spotify.com/episode/2SlulB…

Best wishes to Mark Leonard $CSU

I hope Mark Leonard is ok. He's a true gentleman and a scholar, a rare gem in this world. I wish him a speedy recovery, and my thoughts are with his family and loved ones during what must be very trying times. ♥️

Constellation Software just announced that Mark Leonard is stepping down. What an unbelievable run he's had. $10,000 invested in the 2006 IPO would be worth $2.8 million today! A 34% CAGR for nearly two decades. $CSU

Wishing a speedy recovery for ML. Feels a bit weird to write this sentimental post for someone I’ve never had the pleasure of meeting. He is “my Buffett” learning about markets as a Canadian kid. Mark taught me what it means to be a long term shareholder. Before I invested

When Costco reported earnings yesterday it was in the Fiscal.ai (formerly FinChat) Terminal and API in under 2 minutes! Plus, both Terminal and API customers get the content linked backed to the source table. Everything is changing. Fast. 🚨

Sigh

Good news and opportunity for Fiscal.ai (formerly FinChat) subscribers and those looking to upgrade to a paid plan. 🎉 On October 1st (this Wednesday) we are removing the Plus tier option for new subscribers. This means Plus and Pro users are both getting grandfathered up a tier which is

TSMC Is Reportedly Incorporate 2nm Production in Its Arizona's P2 Fab and Mass Production Could Begain As Early as Late 2027. Industry insiders say the Arizona P2 fab, initially intended for 3nm technology, will now incorporate 2nm capabilities — a node originally scheduled

SEC is too busy with Tai Lopez

An update from me 👇

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On a long enough time horizon, every app turns into a betting platform.

A very big problem.

"how do you handle the constant shit of running a company?"

This is like having a referee bet on the game What could go wrong

I'll be in Lisbon for the European Value Investing Conference. Excited to meet many of y'all and Fiscal.ai (formerly FinChat) is a main sponsor.

Many learning lessons in the markets