My personal Substack
In-depth analysis of quality and disruptive tech stocks. Examples of successful multi-year investments include Nvidia, ASML, Amazon, Google and Shopify. I'll be researching similar names here, as well as the key topics in the tech sector.
Bridging the gap between the world's most important industry, semiconductors, and business.
Newsletter for the Asianometry channel. Studies on Asia - Financials, semiconductors, history, demography, development and other stuff. A letter every week Thursday, 1 am Taipei time
Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.