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Farewell
It’s a little bittersweet to write this post (and record the attached podcast), as this will be my last post / podcast.
Oct 23
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A premium update
A slightly different title (and topic!) than the normal monthly premium update.
Oct 23
12
8
The cavalry isn't coming: UK stocks, relistings, and AI analysts | Ben Isaac, Brizo Capital
YAVP #429
Oct 20
35
October 2026 Random Ramblings
YAVP #428
Oct 14
33
Consumer agents: an ethics race, a prisoner’s dilemma, and the obvious OTA short
I’ve written extensively about Muse and consumer agents over the past few weeks (including a plea for people to actually try them!).
Oct 9
51
4
1
$TPB: can Turning Point Brands be the third player in nicotine pouches? | Saberpoint Capital
YAVP #427
Oct 1
41
2
Another (premium) dark arts basket, part 1
As I mentioned in Monday’s post, it would be totally fair to accuse me of being “corporate governance” pilled this year.
Sep 30
12
Dark arts or infinite reload? $TTD’s CEO options and the repricing proxy
It would be totally fair to accuse me of being “corporate governance” pilled, as most of the investments I’ve made so far this year have had some type…
Sep 29
49
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