What We’re Reading (Week Ending 30 March 2025)

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More Of The Latest Thoughts From American Technology Companies On AI (2024 Q4)

Earlier this month, I published the two-part article, The Latest Thoughts From American Technology Companies On AI (2024 Q4) (see ...
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What We’re Reading (Week Ending 23 March 2025)

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Is There Something Wrong With Pinduoduo’s Asset-Light Business Model?

Chinese e-commerce company Pinduoduo has experienced explosive growth in the past few years, with its revenue growing at a breath-taking ...
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What We’re Reading (Week Ending 16 March 2025)

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Company Notes Series (#7): iCAD

Editor’s note: This is the latest edition in the “Company Notes Series”, where we periodically share our notes on companies ...
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/ / Company Notes

What We’re Reading (Week Ending 09 March 2025)

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The Latest Thoughts From American Technology Companies On AI (2024 Q4) – Part 2

The way I see it, artificial intelligence (or AI), really leapt into the zeitgeist in late-2022 or early-2023 with the ...
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The Latest Thoughts From American Technology Companies On AI (2024 Q4) – Part 1

The way I see it, artificial intelligence (or AI), really leapt into the zeitgeist in late-2022 or early-2023 with the ...
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/ / Special Events

What We’re Reading (Week Ending 02 March 2025)

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Insights From Warren Buffett’s 2024 Shareholder’s Letter

One document I always look forward to reading around this time of the year is Warren Buffett’s annual Berkshire Hathaway ...
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/ / Personal Thoughts

What We’re Reading (Week Ending 23 February 2025)

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/ / What We're Reading