Recommended by Beachman🏖️☀️
In-depth reports on stocks with emerging moat characteristics, recurring updates on stocks in the emerging moats universe, and portfolio updates.
I love listening to Brett and Ryan's podcasts and reading their content for two reasons: 1. The comprehensive manner in which they review and breakdown/deep-dive into companies. 2. The relaxed, lets-grab-a-beer-and-chat style of educating their audience along the way. Investing is meant to inform, educate and lead to action. They make it feel not-so-overwhelming and that helps retail investors.
BigTech and AI covers how major technology firms are integrating AI and releasing AI products or augmenting their ecosystems with AI. It is primarily concerned with companies like Microsoft, Google, Meta, Amazon, Apple, Tesla, Nvidia and so forth.
Michael does a wonderful job of keeping his readers abreast of the latest developments in the tech and AI space. A must read for any tech investor.
The Pragmatic Optimist is an AI-focused investment research publication, where we help investors successfully navigate the evolving AI innovation landscape, and make long-term investments with proven alpha generating returns.
The Pragmatist has quickly become one of my favorite macro reads. Easy to understand breakdowns of complex financial matters. This is a must read for a savvy investor.
