My personal Substack
Founder, Aslam Capital | I write about private and capital markets for the institutional investor. Cornell MBA
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Cassandra Unchained is now Dr. Michael Burryโs sole focus as he gives you a front row seat to his analytical efforts and projections for stocks, markets, and bubbles, often with an eye to history and its remarkably timeless patterns.
Citrini Research provides insights on thematic equity investing and global macro tradingโwith cross-asset, lateral thinking. Our promise: youโll never have to ask โwhatโs the trade?โ
Study how Buffett and Munger built Berkshire and apply those lessons to real companies today.