Kuppy's Korner
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Borders are open and freedoms are eroding. Taxes are increasing to fund the nanny state. Those with capital are fleeing… Kuppy and global investor Swen Lorenz team up for a...
Humor me for a bit, as I engage in some political theory. Don’t worry, when the narrative returns, we’re going to be looking at an investible Mega-Trend that no one...
I’m known as a hyper-concentrated investor. I take my best ideas, bet them big, and ignore the volatility along the way. While it’s usually my top 5 or so positions...
Last year, I wrote Part 1 of The Great Macro Dreamscape (Part 2 is coming). To summarize, my view is that the coming decade will be the best of times...
We learned from from Zimbabwe that paradoxically, Bad is Good when it comes to the stock market.
Whenever someone takes the other side of my trade, I want to put myself in their shoes. Is this a worthwhile opponent with a differentiated view?? Am I stepping into...
Last summer, I was having lunch with a friend at a plain vanilla shop, who kept checking his phone and muttering, “this NVIDIA is killing me.” After the third time...
It seems that everyone has a blog these days. Once a year, we must stop everything, tally up the scores and see who got it right. Besides, what’s the point...
Great!! Another E&P that raised the quarterly dividend by two cents. Who F*cking Cares!!?? The debate about buybacks vs. dividends has been going on for over a century. I’m not...
It is said that Argentina has an economic crisis roughly every decade, and it seems to last for approximately ten years… In a previous posting, I noted that the upcoming...
In late March of 2020, one of the greatest wealth transfers of my lifetime began. It remade our world—or at least it remade my world. Those who recognized Covid as...
Harris “Kuppy” Kupperman sits down with Mike Alkin, CIO and Founder of Sachem Cove Partners from the floor of the 2023 World Nuclear Association (WNA) Symposium to discuss how attending...
The Big Short has become a cult classic movie amongst finance guys. Of course, we all know how the story ends, so there’s no suspense. Instead, the movie is a...
Warren Buffett famously told investors that if they wanted to prosper during periods of inflation, then they needed to buy companies with high returns on capital and pricing power. As...
I’ve now written two pieces on the economics of AI datacenters (Piece 1, Piece 2). Nothing shakes me from my view that these are deeply negative ROIC investments. Yet, hyperscalers...
If you’ve spent any amount of time on Twitter, you’ve likely come across the hypothesis that AI will bring an extinction level cataclysm for white collar workers. Instead of having...
Every time tech has one of its periodic moonshots, the same email shows up in my inbox from one of my investors. Some version of: “Kuppy, why don’t we own...
Last month, I chose to strip away all the hubris around AI and ask one simple question, one that oddly no one had really bothered to ask; how much revenue...
On China: Why the Real Risk is CNY 5, Not 9