Generative Value

A weekly playbook for PE-backed executives focused on margin expansion, smart capital use, and building enterprise value.

Venture Capital, Investments, and Fundraising: Sharing Insightful Personal Experiences from My Day-to-Day as an Investor.

Chipstrat is where semiconductors, AI, and strategy collide.

AI, Macro, Stocks & Memes. Helping investors navigate the evolving AI landscape and unlock long-term, high-growth investment opportunities by assessing industry cross-currents, innovation roadmaps and profit cycles.

Twin brothers investing in the winners of today & tomorrow | Helping you invest smarter 🎯📈🎓

Equity research on undervalued global stocks and occasional essays on investing.

Helping thousands of investors Outperform the Market consistently through high-conviction contrarian and growth opportunities | Deep dives, stock ideas and portfolio | Full-time professional portfolio manager

Covering the important ideas in AI from all angles- technical, social, and economic. Read in over 180 countries. Useful to everyone who wants to learn AI. Critical to anyone trying to see what happens next. Sister Publication to Tech Made Simple

New Economies is your regular newsletter that discovers the latest technology trends shaping our world.

A chart-heavy cloud + SaaS newsletter

Essential insights for founders and practitioners navigating the data and infrastructure software landscape.

Don’t Settle For Average Returns With Indexes… Invest Smarter With the Pareto Principle!

Meditations about investing and equity research.

Spot market asymmetries with an early investor (+10x return) and former equity analyst.

Covering human psychology in investing, consumer, and tech sectors. It is also about managing a portfolio based on your "personality tech." The author is a seasoned investor/tech startup co-founder pursuing a grad degree in clinical mental health.

We invest the time, so you can save hours! Providing high-quality fundamental research and stock ideas.

Weekly actionable insights & resources to grow and fund your startup used by best in class companies like Notion, Stripe & OpenAI.

AI and startup strategy to help companies grow.

Sleep Well Portfolio of anti-fragile and time-tested businesses

Bridging the gap between the world's most important industry, semiconductors, and business.

Business insights you can actually understand. Trusted by the world’s best CFOs, GTM experts, and tech investors.

Understanding the world of investing, one number at a time

We deliver clear, concise, and in-depth analysis of the rapidly evolving cybersecurity landscape—built for cyber leaders, operators, and investors.

Deep dives on industries and businesses in tech

Learn from the top 1% of founders and investors. Each week, I study how great startups are built and funded—and share ideas you can use to build yours.

Weekly data driven analysis of SaaS companies

Technically is a knowledge base for learning about software concepts.

Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Learn About End-To-End Data Flows (Data Engineering, MLOps, and Data Science)

Tech strategy and analysis, but not boring.