Chip War by Chris Miller

https://www.librarything.com/work/28001985 Vaclav Smil has already written about how foundational technologies like steel, concrete, plastics, and fertilizers underpin our civilization; without these, we would regress thousands of years. Add microchips to this list, a...

On Investing in Israel

  I’ve been asked the question why I don’t invest in Israeli companies, given my connections to Israel: Half my family is there, my father was born there, I have an Israeli passport, I lived there, I speak very bad Hebrew. And I think that it’s...

Nobody’s Fool: Why We Get Taken In and What We Can Do About It

Professor Chris Chabris has a new book coming out: Nobody’s Fool: Why We Get Taken In and What We Can Do About It – co-authored authored with Dan Simons. It’s their first book since “The Invisible Gorilla” which was published 13 years ago! Chabris tells me...

The Dissident.

Congratulations to Director Bryan Vogel for his movie The Dissident – which tells the story of gruesome murder of Jamal Kashoggi. Part of that story is that Jeff Bezos got his phone hacked probably with the use of Pegasus which is software made by an Israeli...

Why Write an Email Newsletter?

  My answer to this question is to ask another: What if I keep seeking out the very best people? To learn from them: To shine a light on what they are doing right. If I make them a part of my ecosystem? If I amplify their actions? My email newsletter is one...

The Future of Investment Research

The Future of Investment Research Learning in Public 30th June, 2021 The Future of Investment Research: Learning in Public There is a revolution happening in investment research. Twenty five years ago, only a minority practiced fundamental analysis. Staring at the...

On Envy

Envy is Not the Worst. Of the Seven Deadly Sins, it’s the Most Auspicious. Warren Buffett and Charlie Munger are fond of saying that envy is the worst of the seven deadly sins – because, unlike the others it’s no fun at all. The response – from...

Knowledge Management in a New Era

The Internet Messed with my Research skills. This is how I got them back. My relationship with the Internet is love-hate. The part of me that’s curious and inquisitive loves it. Without it, I could not have moved so easily from New York to Zurich. The Internet made it...