The Prdctnomics Newsletter

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The AI Game Changer You Haven't Heard Of
Discover the unanticipated force that's transforming artificial intelligence
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Prdctnomics

September 2021

Thriving in the Red Queen's Country
When running faster and faster keeps us in the same place
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Prdctnomics

July 2021

The Unique Risks of Chinese Stocks
The Sword of Damocles and equity investing
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Entering the Metaverse
The successor to the internet
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Link Roundup: July 2nd 2021
Geopolitics and Cyber, ML Compute, & Intangible Value Investing
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Prdctnomics

April 2021

The unbundling of banks
By 2030 we won’t ask why traditional banks are gone, we will wonder why they hadn’t disappeared years ago.
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Prdctnomics

March 2021

Briefing: Google Trends
Taking a market temperature check with Google Trends
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Prdctnomics

February 2021

The race to become the WeChat of the West
Imagine if the demand aggregators of today aggregated... everything.
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Platforms and Marketplaces in 2020
Damn it feels good to be a platform.
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Prdctnomics

January 2021

The Philosophy of Fundsmith
Part 3 of my investing mental models
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November 2020

Pat Dorsey on competitive advantage
How I invest part 2: Investment moats and where to find them.
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How I approach investing
Learning from some of the best minds in business about what long term compounders of capital look like. Part 1 is on Peter Thiel's lecture "Competition…
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Prdctnomics
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