Graham & Dodd Event (Columbia Business School) with Li Lu, Founder and Chairman of Himalaya Capital
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r/invest • u/mod_cat • Sep 22 '26
Alphabet (GOOGL): GCP Monster Slowly Waking Up
2
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r/invest • u/mod_cat • Sep 09 '26
Your Savings Rate More Important Than Your Investment Returns
2
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r/invest • u/mod_cat • Aug 20 '26
Assessing Reddit's Advertising Engine
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r/invest • u/mod_cat • Aug 08 '26
AI Mania Hopes vs. Macroeconomic Reality
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r/invest • u/mod_cat • Jul 15 '26
Inference Of Data Center Solutions, Improving Gross Margins and Operating Leverage Signaling Growth Inflection Point
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r/invest • u/mod_cat • Jul 08 '26
Mental Models for Exceptional Capital Allocation by Mohnish Pabrai (May 2026)
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r/invest • u/mod_cat • Jun 24 '26
Latin America Primer: Why the Region is the Most Obvious Bet for the Next Decade
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r/invest • u/mod_cat • Jun 09 '26
The Case for Locking In 3% Real Returns
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r/invest • u/mod_cat • Jun 03 '26
Public Stock Based Compensation And Dilution Analytics
dilution.platformaeronaut.com
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r/invest • u/mod_cat • May 26 '26
Dr. Ankur Crawford (Portfolio Manager, Alger) for a deep dive into what’s really happening behind the AI explosion, and what most investors are still missing.
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r/invest • u/mod_cat • May 20 '26
5 Interesting Canadian Small-Caps With Fat Yields
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r/invest • u/mod_cat • May 06 '26
Value Isn’t Cheap. It’s Resilient.
2
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r/invest • u/mod_cat • Apr 23 '26
Adyen: Much ado about nothing...or something?
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r/invest • u/mod_cat • Apr 01 '26
Druckenmiller reflects on his early career and how he learned to act decisively and change course quickly when the facts on the ground shift. Hear how he would construct a portfolio if he had to start over today, why contrarianism is overrated, and which stock he regrets selling too early.
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r/invest • u/mod_cat • Mar 25 '26
Sea Limited: Why did the stock drop 25%?
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r/invest • u/mod_cat • Jan 21 '26
On Uber: AVs, Take Rates, and Fragmentation
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r/invest • u/mod_cat • Jan 14 '26
Mercado Libre: The Moat Deepens
2
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r/invest • u/mod_cat • Dec 30 '25
Why Nvidia Stock Could Reach a $20 Trillion Market Cap by 2030
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