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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...

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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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Gavin Baker Just Bet $370 Million on a Two-Year-Old Chip Company. I Ran My Own Numbers.

Gavin Baker Just Bet $370 Million on a Two-Year-Old Chip Company. I Ran My Own Numbers.

Astera Labs...

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Credo Means "I Believe." Should You?

Credo Means "I Believe." Should You?

Gavin Baker just bought it. His own filings say: not yet, not ...

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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...

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This Is the Difference If You Are Building Siri or Jarvis

Most founders are building Siri, a chatbot that waits to be asked. I am building Jarvis, a system th...

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Why Outbound Is Getting Harder (And What Top Performers Do Differently)

Something shifted in B2B sales over the last two years. Reply rates are down. Win rates are down. Me...

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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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