Intercontinental Exchange (ICE): Inside the ICE House
Intercontinental Exchange combines high-margin exchanges, recurring data services and mortgage technology, trading at about 18 times 2027…
Substack
The Curious Compounder
Everything we have picked from this writer, newest first.
2026: Radio silence, software setbacks and more from me in 2026
RELX and Sage have fallen 46% and 35% as markets label them AI losers, creating potential value opportunities alongside risks of genuine…
Biographies: Standing on the shoulders of Giants - Week 2 picks
Phil Knight, John D. Rockefeller and North Korean defectors anchor three recommended biographies of ambition, capitalism and survival.
Biographies: Investment Lessons from the Greats
Biographies offer investors pattern recognition, resilience and lessons in decision-making under pressure, with Sam Walton’s customer focus…
Biographies: Investment Lessons from the Greats
Biographies offer investors pattern recognition, resilience and practical lessons from leaders such as Walmart founder Sam Walton.
