Carbon Capital
Apr 13, 2026
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19 min read
A valuation deep dive on one of the most important companies in the world.
Apr 6, 2026
28 min read
The remaining names at the very top of my watchlist.
Mar 30, 2026
30 min read
The markets are entering a correction. Here's what I'm watching.
Mar 23, 2026
26 min read
Here is where the first dollar is going.
