value and opportunity

The race is on to develop the perfect tires for EVs

The AI “revolution” needs a lot of Energy and it is not clear where that should come from

Great round-up of recent research on the “Low-vol strategy”

Looking at this research from KOI, assuming a 10% growth rate for more than a couple of years is really aggressive

A good summary of the insane Microstrategy story (so far)

As always, Ben Evan’s big annual presentation is worth looking into

Augustusville is “bottom-fishing in sick man’s land”