UPDATED. Thanks for all the feedback on the previous iteration of this. Here's a list of the monopolies, duopolies and oligopolies you all recommended. What would you add or remove?

There is truth to this 👇

Market Wizard Linda Reschke's 12 Technical Trading Rules: 1. Buy the first pullback after a new high. Sell the first rally after a new low. 2. Afternoon strength or weakness should have follow through the next day. 3. The best trading reversals occur in the morning, not

🚨 How often do crashed stocks recover? A study of every stock drawdown from 1985–2024 shows a brutal truth: The deeper a stock falls, the less likely it ever returns to its prior high. - Down 95–100% → only 16% recover - Down 80–85% → 49% recover - Down 50–55% → 77%

One of the best investing clips you’ll ever watch. Seth Klarman, the value investing legend behind Baupost. He almost never does interviews but he did this one. Watch it before bed tonight.

Here's a list of global compounders that combine high cash returns on capital with diligent use of share buybacks. Which do you like? I personally own Visa, Applied Materials and Fortinet from this list.

Chris Hohn on his investing strategy. So good. Worth printing out

The secret of hedge funds is revealed in a 41-page PDF: This paper analyzed 464 stocks that 10X-ed over a 24-year period. Here are the best factors that drive outperformance: (number 3 is the best 🧵)

If you like "tollbooth" businesses, the Tema Durable Quality ETF ( $TOLL ) is worth a look. High-quality names, wide moats, and consistent compounders. This list is a great starting point for deeper research⬇️

What to buy if you believe a major #uranium squeeze is coming? Compared with #gold and #silver, the uranium market has very few investable companies. And despite a clear structural supply deficit, only two producers are generating meaningful profits at today's prices: Cameco and

Forget Harvard. Forget Google. Forget Coursera. Nvidia just dropped 7 (free) guides:

I’ve seen a lot of people misunderstand what we’re saying. Our claim is that in a world of full automation, inequality will skyrocket (in favor of capital holders). People aren't thinking about the galaxies. The relative wealth differences in a thousand years—or a million—will

.@AndersonCooper's willingness to be open about his own struggles, and deeply sensitive to those of others whose stories he shares, is an extraordinary gift to all who are faced with heartache and loss. You are not alone.

Ben Johnson’s locker room speech after beating the Packers is electric… Caleb Williams’ speech in the middle of this — and how he gets a little emotional — is even better. I highly recommend waiting for it because it’s that good.

This is really well done NFL... the Bears with one of the most epic comebacks of all-time

Best wishes on Pongal!

I recently added four new companies to my Global Compounders Database: MarketAxess, PTC, Goodwin and Elmos Semiconductor.

The 2026 Buy-Side Outlook. I’ve compiled 10 outlook letters, from global macro giants to concentrated value shops, highlighting the shifts in institutional positioning for 2026. Enjoy👇 1) Ninepoint Partners: ninepoint.com/media/yjcgw5dt… 2) Octahedron Capital (different from others, but

HOW TO HACK YOUR HAPPY HORMONES 1. DOPAMINE: Listen to upbeat music. Get good rest. Eat a sweet treat like dark chocolate. Complete a small daily task. 2. SEROTONIN: Walking. Going out to get some sunshine. Meditation. Cardio exercises. 3. OXYTOCIN: Hugging someone.

Thought this was a really level-headed and worthwhile read on the state of software from dalibali softwaremusings.substack.com/p/a-level-head…