Archive

🍋 Farewell, Funding

Why this summer is looking like VC winter, plus why Netflix's bears are becoming optimistic, and the stocks hitting 52-week highs.

Short Squeez

Insiders

Jul 5, 2023

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10 min read

🤝 Insiders: Top 4 AI Stocks

Insiders Investment Newsletter: Top 4 AI Stocks

Investment Banking

Jul 5, 2023

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11 min read

🍋 Twitter Killer

Inside Meta's alternative to Twitter set to be released tomorrow, plus the Lazard banker who got fired at the 4th of July party, and how Blackstone's CEO made $252M during a rough year.

Short Squeez

Investment Banking

Jul 3, 2023

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12 min read

🍋 Goldman's Breakup with Apple

Goldman-Apple's marriage gone sour, plus how stocks did during the first-half of 2023, and a busy 4th of July travel weekend.

Short Squeez

Insiders

Jul 1, 2023

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7 min read

Insiders:💰From $0 to Millions In 2 Years

Buying boring businesses to achieve financial freedom.

Short Squeez

Jun 30, 2023

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10 min read

🍋 Big Tech's Secret Scramble

Plus: Goldman is no longer top of the M&A league tables and the US economy is (somewhat) back.

Short Squeez

Investment Banking

Jun 29, 2023

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12 min read

🍋 Google Doesn’t Trust AI

Why Google's telling its employees not to use AI despite funding it, plus private-equity bidding wars and the fate of Credit Suisse.

Short Squeez

Jun 28, 2023

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2 min read

🍋 Private Equity Firm Feedback

Short Squeez

Private Equity

Jun 28, 2023

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12 min read

🍋 Private Equity Downsizes

Why private equity giants are revising their investment strategy and going all-in on small deals, plus Lordstown went bankrupt and home prices set a decade first.

Short Squeez

Investment Banking

Jun 27, 2023

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12 min read

🍋 Goldman Shuffle

Goldman's vote of confidence for DJ-D-Sol, plus the latest on the Apple 15, bull market, and why pickeball injuries will cost $400M.

Short Squeez

Insiders

Jun 26, 2023

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15 min read

🤝 Insiders: Oil Money Goes Global

Insiders Investment Newsletter: Oil Money Goes Global

Tech

Jun 26, 2023

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11 min read

🍋 Rise and Fall of Rivian

Rivian's fire sale this weekend and what it says about the economy, plus the 5-star guest who went zero-dark-thirty after 603 nights, and why Goldman is cutting 125 MDs.

Short Squeez

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🍋 Farewell, Funding

🤝 Insiders: Top 4 AI Stocks

🍋 Twitter Killer

🍋 Goldman's Breakup with Apple

Insiders:💰From $0 to Millions In 2 Years

🍋 Big Tech's Secret Scramble

🍋 Google Doesn’t Trust AI

🍋 Private Equity Firm Feedback

🍋 Private Equity Downsizes

🍋 Goldman Shuffle

🤝 Insiders: Oil Money Goes Global

🍋 Rise and Fall of Rivian

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