KB Weekend Reading
A weekly collection of good articles, charts, podcasts and memes
2nd order winners of massive technology change (like Walmart on auto; Netflix on WiFi) made 70-100x the returns of the 1st order winners (like Ford or Cisco). Who are the 2nd order winners of AI ? What do you think ?
In the Newsletter (click)
Joachim Klement: The long shadow of Weimar hyperinflation
Eagle Point Capital: March Reading Roundup
SUZANNE KAPNER: Portrait of Mytheresa CEO Michael Kliger
Michael Mauboussin: AI: Investing in Second-Order Effects
Bargain Stocks Radar: Misitano & Stracuzzi SPA
Simon van Zylen-Wood: Portrait of Alex Soros
FT: Michael Saylor's $40bn bitcoin bet
Philipp Westermeyer: Portrait of Bernd Förtsch
Colossus: Deep Dive Interactive Brokers
Enjoy the Weekend !