📩 Letter to Followers and Readers
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Jan 1, 2026
update on 2/9/26
Feb 9, 2026
Relax to Rich | Ending Feb 6, 2026
Feb 7, 2026
A timeless lesson on spotting financial illusions before they vanish.
A value investor’s deep dive into the "physics-first" economy that predicts the end of the software era and the rise of orbital capital.
Feb 8, 2026
Why the "Build" phase of AI is over, and the "Utility" phase is about to mint the next generation of trillion-dollar opportunities.
Feb 6, 2026
A deep dive into Ashok Elluswamy’s 2026 keynote and why the competition is still chasing ghosts.
Feb 5, 2026
A deep dive into the infrastructure layer of the AI revolution and why the "wrapper" might be worth more than you think.
Why your choice of partner matters more than your choice of stocks.
Feb 4, 2026
