Uncrowded Advantage: Investing Where Others Cannot
As markets grow noisier and data becomes universal, genuine edges are harder to find. Lachie Mackay shares how the smartest investors gain the uncrowded advantage — by thinking longer term than everyone else.
“Extend the runway” – Why Tencent is still undervalued
Tencent’s flywheel model is driving sustained growth — and the market still doesn’t fully appreciate it. Andrew Macken explains why Tencent’s long-term runway is far from over.
Podcast | The $500 Billion AI Bet: Can OpenAI’s Massive Infra Push Ever Pay Off?
OpenAI committed to an extra $300 billion of revenue for Oracle — and just 12 days later, Nvidia announced a $100 billion data center investment to support OpenAI’s expansion. The scale is staggering… and a little baffling.