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Not a dinosaur yet: how playing with AI talked me out of a trade I'd believed for years
My birthday was this month (I turned 38), and I’m definitely feeling more and more middle aged.
16 hrs ago
41
4
$YOU.L: is YouGov really an AI loser? | Jonathan Cohen, Zipperline Capital
YAVP #401
Jun 21
14
Wall Street pays $25k/day for his AI training; you can get an hour of it free
TL;DR: I’m doing an AlphaSense webinar focused on using AI as an investor, and of all the webinars I’ve done with them, this is the one I’m most excited…
Jun 15
23
3
2
Alex Roepers on two deep-value special situations: $DCH and $NOMD
YAVP #400
Jun 15
36
1
What is $GOOG seeing in AI? Part 3: the real bear case
This is my third and final post in my mini-series on Google’s big equity raise.
Jun 11
61
2
2
A full (premium) update on an embarrassment
It’s kind of impossible to have a public platform and not get egg on your face every now and then.
Jun 10
14
Adam May on $ABVX's blowout data and subsequent stock crash
Abivax (ABVX) posted maybe the best ulcerative colitis data anyone's seen, then crashed 60% on a cancer signal Adam May argues is statistical noise.
Jun 10
34
What is $GOOG seeing in AI? Part 2: Google's telling you the returns are real
I ended yesterday’s post on a mini-cliffhanger: what was Google seeing to do that equity raise?
Jun 9
61
6
2
What is $GOOG seeing in AI? Part 1: history's biggest, weirdest equity raise
I was shocked by Google’s big capital raise (and the rumors of META’s big potential raise that ended the week).
Jun 8
49
2
1
A (premium) dark arts strategic review
I’ve become much more averse to strategic reviews as event plays over time.
Jun 7
8
2
Pershing Square Challenge 2026 finalists pitch Amadeus $AMS | the toll booth on global travel
YAVP #397
Jun 4
28
A quickie (premium) SaaS dark arts play
This will be a quicker note, as I love the set up and signals here but don’t think I have real differentiation on the business.
Jun 3
4
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