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Q3 2025 Hedge Fund Roundup
Launches, Shutdowns, and Pivots
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China in 2025: What It’s Like on the Ground Right Now
My on-the-ground experience
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Moat GOAT: EDA software
The duopoly of Cadence and Synopsys
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Moat GOAT: Analog Devices
Boring is good
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Moat GOAT: Otis Elevator
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Moat GOATs: Old Dominion (OD)
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Moat GOATs: Copart (CPRT)
Why is vehicle salvaging a good business?
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Moat GOATs: specialty distributors
What makes (some of them) great?
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How do you generate variant views?
A case study
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How to Generate Stock Ideas Quickly
Steal, Screen, Cover, and Network
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AI's Impact on the Software Industry
with Des Traynor, founder of Intercom
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Can Multi-Managers Continue to Win?
The Lie Detector Says ... That's a Lie