Value Investing Meets Revolution Technology
Highlights And Deep Thoughts From Our Trip Around The World + Trade Alert
An AI Bubble? Data Centers, SpaceX SPVs, ETH v BTC, and Much More
Tesla's Remaining 20x Potential
Why We're Focused On The US Right Now
NVDA vs AVGO, Electricity Hype, New Meta Glasses + Where We'd Buy More
Navigating The Hype and Panic Cycles in Tech Stocks
It's been a very busy week or so for Cody and I between London, Guernsey, back to London, and now Abu Dhabi. We've met with dozens of very interesting people and talked A LOT about Revolution Investing and our approach. We'll have much more
Trade Alert: A New Space Name
Trade Alert (A New AI Name) + No Chat Next Week + Cody on CNBC 9/15
Google ATHs, Software vs Semis, Macrohard, And Much More
Why We Stick To The Revolution Investing Playbook
There isn't one right way to invest. As we might say in rural New Mexico, "There are more ways than one to skin a cat." Warren Buffett, George Soros, Jim Simons, Peter Lynch, and Paul Tudor Jones radically diverged in their approaches to investing, and all
