Extremely advisable: Prof. Damodaran on Market Cap thresholds over time , Nvidia and methods to calculate implied progress charges
One other Flavour & Fragrances “Banger evaluation” from Sector Tales, this time IFF
French Centered Investing substack on Dividend Aristokrats in France
How (and when) to derisk portfolios earlier than retirement
Nice deep dive into the corporate Duolingo from Quartr
Curiously, Dwarkesh will prioritize writing essays over doing podcasts
52 Fascinating and entertaining issues Tom Whitwell discovered in 2025