Tag: Investments
The Black Swan
The central idea of the book concerns our blindness with respect to randomness, particularly large deviations.
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Business Breakdown: Fiverr – a 2 sided freelance marketplace
Analysis of Fiverr’s financial, commercial and operating model.
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AI, Artificial Intelligence, Compute, Economics, Investing, Investments, Knowledge, Live, LLMs, SemiconductorsAI Stack Economics
Exploring the AI value stack: From compute hardware to end-users, where will the greatest value accrue in this evolving landscape?
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Monetary policy – Interest rates, higher for longer
Decoding Inflation Drivers, Fed Pivots, and the High-Rate Reckoning Reshaping Investments
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Investing like a professional
This is an article documenting how I plan to add structure to my investing process.
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