BYD’s Electric Dreams.
Read MoreFrom Crisis to Clarity.
Read MoreSupplying the boom in AI capex.
Read MoreAnta and Li Ning’s divergent paths.
Read MoreGames Workshop’s trade-offs.
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Unpacking Evolution AB.
Read MoreLet the process lead you.
Read MoreTime for Domino’s Pizza Enterprises to digest.
Read MoreAn update on gaming regulation in China.
Read MoreValue Investing in People + freee kk.
Read MoreSupply-side Shocks + Machine Learning in Economic Forecasting
Read MoreMy wife Lizzie interviews me about building Longriver into a business.
Read MoreNo One Left to Sell.
Read MoreProtecting the Downside.
Read MoreGrowth is Value.
Read MoreThe Model.
Read MoreDeep Research.
Read MoreInvesting with purpose.
Read MoreA family’s re-invention.
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