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Industry Write Ups
🤖❄️ Cooling AI
A close look at a fast-growing emerging industry
Jul 3
•
Best Anchor Stocks
25
8
1
Vials, Tubes, & Billion-Dollar Niches w/ Jon aka. Borlaug
Welcome to another episode of the Best Anchor Stocks podcast.
Apr 1
•
Best Anchor Stocks
5
1
The Potential Implications of Deepseek for Certain Industries
A Nuanced Take
Jan 27
•
Best Anchor Stocks
52
3
3
Is Alcohol Consumption in Terminal Decline?
It’s no secret that alcohol-related stocks have seen better days.
Jan 14
•
Best Anchor Stocks
67
16
11
Why Healthcare offers an asymmetric bet on AI
Hi reader,
Nov 5, 2024
•
Best Anchor Stocks
20
3
2
Learning to say "no"
Cement companies and their drawbacks
Feb 5, 2024
•
Best Anchor Stocks
25
2
Two Attractive Industries That I Thought I Would Never Like
Before jumping right into this article, just a quick heads up. I wanted to let you know that I recently published the Best Anchor Stocks Annual Recap in…
Jan 18, 2024
•
Best Anchor Stocks
35
1
Understanding the (true) luxury industry
Everything you need to know about an industry with great unit economics and durability.
Dec 11, 2023
•
Best Anchor Stocks
36
6
5
A Resilient Growth Industry, But Not Without Challenges
Definition, growth opportunities, competitive advantages, players, risks...
Oct 6, 2023
•
Best Anchor Stocks
40
11
2
All You Need To Know About Semiconductors
The most important industry in the world?
Jul 11, 2023
•
Best Anchor Stocks
67
13
3
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