Must read: Prof. Damodaran on Free Cash Flow calculation (Spoiler: Don’t underestimate P/E and EV/EBIT measures)
Matt Levine with his epic “article” on all things Crypto
A good collection of recent and coming spin-offs
Twitter is a “disaster clown car company” with Elon Musk in charge.
Klement on Infrastructure investments and inflation protection
Ben Thompson (Stratechery) with a deep dive on the chip industry and American sanctions
Jim Chanos is always worth watching and listening to