5 Comments

"I don’t want it to be over." We don't want it to be over either, Brent. Great work!

Expand full comment

I came here thinking it would be like: Wk 1, bricklayer; Wk 2, plumber etc!

just for fun- good luck with your page!

Expand full comment

Graduated high school in 1982, started working in Boston in 1983 and just observed. There was no internet, no twitter, etc, I just observed the introduction of the PC, then a Local Area Network, then a Wide Area Network, then the smartphone revolution. I agree with gut feel trading being very relevant.

Expand full comment

Just finished this one, the thesis had (and still has) merit but ouch =/

Expand full comment

Another great teaching piece Brent! Are you going to add C3.Ai to the economist portfolio?

Also Kerrisdale Cap has a short case in C3.ai. Just the turnover in CFO's makes it compelling: https://twitter.com/PharmakoiBoy/status/1643290605282533377

Expand full comment