FINALLY ! HIDDEN MONOPOLIES is now AVAILABLE ! Benefit from a reduced price for a limited time and order NOW. (link in the comment below)

Anthropic's S-1 just dropped today = Never seen anything like this before = My highlights (most fascinating datapoint at the end): - Net Revenue Retention: 900% (wow) - Will pay USD 115bn. - 265bn to Google for the next 10 years (in total) - Will pay USD 110 bn. to Amazon for the next 10 years (in total) - 80% of revenues are consumption based (20% subscription) - Top 5 customers are 25% of revenue - Revenue / employee: USD 6.6 mln - strong increase in operating margins (from -221% to +19%, in just 1.5 years !) And the most fascinating datapoint: - Top 5 customer spend each USD 9 bn. of revenues (based on average current run-rate) ! Wow

One of those books that every investor should have on his bookshelves.

(Too) many books have been written about Buffett This one is overlooked and should be read.

"The true investor welcomes volatility" - Warren Buffett

One of the best business books

One of the highlights of my investment books collection 1892 Memoirs of Extraordinary Popular Delusions and the Madness of Crowds by Mackay

These books are full of original insights They are not easy reads, but read them anyway !

Read this book. If you want to understand the semiconductor industry and what role it plays in geopolitics.

A fascinating book !

Very good one !

The best books on strategy. The time you spend reading them is the best ROI you can achieve.

Table of Contents of my book Hidden Monopolies

Wow. My 'Hidden Monopolies'-framework was featured in one of the leading global investing podcasts this week. The Investor's Podcast's hosts showed how the framework can be applied to assess the strength of a company’s moat from a customer's perspective. Thank you @IrrationalMrkts for featuring the framework on your show !

Required reading for every investor

Great Overview of Moats by Aswath Damodaran

Is the current AI hype similar to the TMT bubble of the late 90s? "History Doesn't Repeat Itself, but It Often Rhymes” - Mark Twain

The best book on negotiating I have read many books about negotiating, but this is simply the best one. Highly recommended.