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9 Prompts That Find Every Dead Deal Hiding in Your Pipeline

Aug 24, 2026

CoreWeave: The Bear Case Against My Own Bullish Instinct

Four questions I am forcing myself to answer before I buy it. Steal them for your own tempting stock...

ai-infrastructure coreweave crwv gavin-baker investing investing-show READ MORE
Palantir: The Bear Case Against My Own Bullish Instinct

Four questions I am forcing myself to answer before I buy Palantir. Steal them for your own tempting...

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Pat Dorsey Just Put 11% of His Fund Into a Company That Owns Nothing You'd Recognize. Is It a Buy?

I have been studying Pat Dorsey this week. Moat guy. Built Morningstar's entire moat rating system, ...

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Rocket Lab Fell 54% in Seven Weeks. Here's the Math on Whether $40 Is Next.

Rocket Lab closed at $68.50 today, down 54% from its May high. If $40 is the number you have circled...

aerospace investing investing-show rklb rocketlab space READ MORE
Netflix Fell 47%. The Cash Flow Didn't Get the Memo. Is $67 the Buy?

You are looking at Netflix in your portfolio, or on your watchlist, wondering if $67 is the bottom o...

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The Chips Just Beat and Raised. The Stock Fell Anyway. Here's Why That's the Buy.

Today TSMC printed a record quarter. Revenue $40.20 billion against a $39.76 billion estimate, up 34...

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Selected Articles

SUNB: Pat Dorsey Put 11% of His Fund Into This Company. Is It a Buy?

SpaceX Is Now a Stock. Here's What the First Ten Weeks Actually Tol...

Compass Is Buying Its Way to a Real Estate Monopoly. The Profit Has...
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