for requesting to read “Tesla, Elon Musk, and the EV Revolution”
You’ll receive the series in 11 parts, one email per day, as well as the PDF to read the whole thing. Look out for the [Tesla] tag in the subject line.
You Are Responsible for What You Have Tamed
As an entrepreneur, you always want to grow your business. Your current revenue and profit are never enough; they just set the bar higher for next year. We always want more. But this “more” has a hidden cost.
Chess Nights at Red Robin
I have vague first memories of playing chess with my grandfather when my family visited my father’s parents in Moscow. I was five years old.
Today’s Market = 1999 Capex + 2008 Credit
I wrote in the past that the AI rollout feels a lot like déjà vu of the 1999 telecom bubble. Today’s AI bubble has elements of both the 1999 overinvestment in internet infrastructure and the 2008 collapse of financial instruments that infected the banking and financial system.
You Don’t Need to Be an Expert to Hire One. You Need a Tunaman.
I interview corporate executives for a living. I have spent nearly three decades analyzing businesses and managing other people’s savings. And yet, when my wife and I decided to remodel our house, I felt completely naked.
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The Stock Market, The Economy, Possible Outcomes, How to Invest
This is part one of the winter seasonal letter I wrote to IMA clients, sharing my thoughts about the economy and the market. I tried something I’ve never done before. Instead of conveying my message through storytelling, I tried to compress my thoughts into short sentences…
Chess Saga Continues
With Hannah’s passion for chess growing and the lockdowns easing, we discovered the wonderful world of chess meetups.
