Posts
Reddit
by [deleted]
March 13, 2026
Dylan Patel — Deep Dive on the 3 Big Bottlenecks to Scaling AI Compute
Reddit
by PariPassu_Newsletter
March 13, 2026
Xerox: From Tech Obsolescence to LME Engineering
Reddit
by [deleted]
March 13, 2026
Thoughts on Private Credit (OWL, MLCI), BDCs (OTF) and CLO CEFs (CCIF)
Reddit
by investorinvestor
March 13, 2026
Floor & Decor: Quality Compounder or Cyclical Commodity?
Reddit
by investorinvestor
March 12, 2026
Good news: AI Will Eat Application Software
Reddit
by investorinvestor
March 12, 2026
Adobe - The Transformation That Everyone Hated
Reddit
by [deleted]
March 12, 2026
Matt Levine - Private Credit Gets Marked Down
Reddit
by [deleted]
March 12, 2026
Hong Kong Stocks: Structure & Strategy
Reddit
by investorinvestor
March 12, 2026
The Trade Desk (TTD) - A Champion of the Open Web
Reddit
by tandroide
March 8, 2026