Sep 26, 2025 Today, I heard from a portfolio manager, John Tinsman, who shared insights on investing in big tech companies with low marginal costs for long-term success. Companies like Microsoft and Visa were highlighted for their minimal production costs and high profit margins, allowing for rapid innovation and growth
Sep 25, 2025 I recently learned about a Finance AI Summit that is focused on the impact of AI on the finance industry. The summit aims to explore how AI is reshaping finance and accounting teams by providing automation and predictive insights. Companies like Campfire are participating to showcase the
Sep 24, 2025 Today, I learned about the importance of the LTV to CAC ratio in scaling businesses, with a minimum of 3x being acceptable for well-structured GTM systems. Alex Hormozi emphasized the significance of data and metrics in making informed decisions for growth, particularly in SaaS companies. In another
Sep 23, 2025 I recently came across news regarding the Xiangshan Forum 2025, shedding light on the security stakes in Asia. The forum featured ministerial participation from several Southeast Asian states, showcasing evolving perceptions of the security environment in the region. Notable participants included ASEAN Secretary General Kao Kim Hourn
Sep 22, 2025 Today, I came across some interesting financial news. The Federal Reserve has cut interest rates for the first time this year, with Chair Jerome Powell expressing concerns about a cooling labor market despite lingering inflation worries. This move could stimulate economic activity by making borrowing cheaper, potentially
Sep 21, 2025 I recently came across news about China’s “Anti-Involution” Campaign and its impact on the global economy. The Chinese government has been facing a slowdown in economic growth, attributed to stagnant domestic investment and weak consumer spending. To address this issue, policymakers in China are focusing on increasing
Sep 20, 2025 I recently came across news regarding various topics in the financial world. There was a discussion on the importance of starting with spreadsheets before moving on to software tools for SaaS metrics reporting. It was emphasized to manually build key metrics in spreadsheets to ensure clean and
Sep 19, 2025 I recently heard that JPMorgan is optimistic about the U.S. stock market, predicting a potential surge in October. They advised investors to buy on any dips, highlighting key data points to watch next month. There was also discussion about the global AI race, focusing on American dominance
Sep 18, 2025 I recently learned about the collapse of Archegos Capital Management, which borrowed billions of dollars to buy large positions in several stocks, leading to significant paper gains. However, when one stock went down in March 2021, triggering margin calls, Archegos couldn’t cover its losses, resulting in a
Sep 17, 2025 This week’s financial news covers a variety of topics. China is making moves to ditch the U.S. dollar, with significant progress in settling trade in its own currency. Meanwhile, the car market bubble is showing signs of bursting, with the highest auto loan delinquency rate in 14