Newsletter for the Asianometry channel. Studies on Asia - Financials, semiconductors, history, demography, development and other stuff. A letter every week Thursday, 1 am Taipei time
Deep and through looks into some of the most important companies in the world
I go through all the machine learning arXiv submissions each week and summarize 10 to 20 of my favorites.
Free forever and read by thousands of ML researchers and practitioners.
An ex-activist investor who writes about corporate governance, the power & friction of incentives, strategy, interpersonal board dynamics, activist fights, and other random topics.
Boardroom politics, corporate warlords, and often times... actionable investment thesis based on these.
Deep coverage of China, technology, and US-China tech relations featuring original analysis, interviews with leading thinkers and annotated translations of Chinese-language sources
Fair, well researched, and balanced insights on China
