Deep dives/analyses of the technology companies and tech sub-industries. Mostly about AI, semiconductor, cloud, software, and ad tech sectors.
Tech investor, finance writer, CIO.
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Ex-professional investor helping other investors | All my own money is invested in the Portfolio
Actionable, data-backed investment insights for long-term investors, financial advisors, and analysts.
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At The Transcript, we read dozens of earnings call transcripts each week and take note of interesting and important quotes from management about the economy and industry trends. The best and most important quotes are compiled in The Transcript, our weekly