(must read) DSP Netra – A Tribute To Charlie Munger – Link here
How Rage, Boredom and WallStreetBets Created a New Generation of Young American Traders – Link here
50 things I know – Link here
Why N.Y.C. Hotel Rooms Are So Expensive Right Now – Link here
High-Yield Was Oxy. Private Credit Is Fentanyl – Link here
Private capital has raised more money than it has returned – Link here
The State of the Markets (June 2024) – Link here
Why Is Everyone on Steroids Now? – Link here
Who’s Afraid of Mickey Mouse? – Why the Disney formula doesn’t work in China – Link here
Ways to think about AGI – Link here
The curious case of EaseMyTrip – Link here
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