May 19, 2026
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2 min read
AI will speed up Airbnb’s ops. It won’t repeal city ordinances or conjure housing supply.
May 15, 2026
3 min read
The weekly signal digest on emerging tech and capital shifts.
May 12, 2026
LYV: The Anti-AI Business Hiding in Plain Sight
Outside The Bubble
May 8, 2026
Anchor Tuesday
May 5, 2026
IMAX: A Moat Built on Seats, Not Servers
Mar 31, 2026
4 min read
Mar 24, 2026
The Anti-Hype “AI Logistics Winner” That Still Has Real Work to Do
Mar 17, 2026
Walmart (WMT) is what “AI-proof” actually looks like
Mar 12, 2026
The market doesn’t predict. It confirms. ABIP Fundamentals Series — Part 12 of 12
Mar 10, 2026
AI Can’t Install a Chiller
You don’t need 200 pages. You need the right 8. Execution: How Professionals Actually Do the Work. ABIP Fundamentals Series — Part 11 of 12
Investing Lessons
Mar 9, 2026
A real-time case study of how structural pressure builds in markets long before the catalyst everyone later blames.
Market Orientation
Mar 5, 2026
5 min read
Why $90 oil is the level that could change everything
People do what they’re paid to do — not what they say. ABIP Fundamentals Series — Part 10 of 12
Analysis
Mar 4, 2026
While Everyone Debates Loss Ratio, The Real Edge Is Quietly Compounding
Mar 3, 2026
Boring Beats “AI Disruption”
Cheap doesn’t mean safe. Expensive doesn’t mean wrong. ABIP Fundamentals Series — Part 9 of 12
Mar 1, 2026
8 min read
The weekly signal digest on emerging tech and capital shifts
Feb 26, 2026
Great businesses can still be terrible investments. ABIP Fundamentals Series — Part 8 of 12
Feb 25, 2026
Why the Anthropic deal quietly turns Intuit into the financial operating system for the AI era
Feb 24, 2026
The Internet Plumbing Trade, Not an “AI Story”
Earnings can impress. Cash decides survival. ABIP Fundamentals Series — Part 7 of 12
Feb 23, 2026
The market is pricing 2020. The curve says 2027.
Feb 20, 2026
7 min read
Feb 19, 2026
Revenue tells you what’s happening. Margins tell you why. ABIP Fundamentals Series — Part 6 of 12
