Mr. Market

($) 2025: Year of (Software) Picks and Shovels

API platforms, databases, and the neoclouds.

Dec 22, 2024 •

Time to Let Ant IPO!

Or the IPO "wealth drain" will continue

Oct 23, 2024 •

Is China Investable Now?

Understanding David Tepper's "Everything, Everything" Strategy

Oct 2, 2024 •

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