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If Muse is buying your running shoes, what happens to Nike?
My post last week on “The rise (and downsides) of AI agents in investing” generated a lot of feedback and interesting discussions….
just now
$NTDOY: is Nintendo's flywheel actually there? | Accrued Interest
YAVP #424
Sep 18
38
1
The rise (and downsides) of AI agents in investing
Plus: a free AlphaSense webinar!
Sep 17
54
2
1
Ian Cassel on Stock Picker, the book that blew me away | MicroCapClub
YAVP #423
Sep 15
31
1
UK stocks are dirt cheap. Why won't the boards act? $ZIG $CRW | Undervalued-Shares
YAVP #422
Sep 11
19
Zack Buckley on $PRTH's take private
YAVP #421
Sep 10
28
September 2026 premium update
Before we get to the updates- first, thank you so much for subscribing to the premium site!
Sep 9
7
$TBBB: Tiendas 3B is Mexico's Aldi. Is it too late to buy? | Fruit Tree Capital
YAVP #420
Sep 7
40
2
GoPro sold itself at 9:20 AM to get ahead of a meme stock
GoPro announced a merger agreement at 9:20 AM ET this morning. I have been doing event driven investing for ~a decade. I cannot remember any merger…
Sep 1
46
2
2
$LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital
YAVP #419
Sep 1
36
1
August 2026
$SEE.L: Europe just made this duopoly mandatory. Why is it 11x free cash flow? | Hugo Navarro
YAVP #417
Aug 30
29
2
Late August 2026 Random Ramblings
YAVP #418
Aug 27
33
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