The AI "capex trap" is Wall Street's biggest fear right now. Here's why I think it's overblown.

Investors should examine the potential benefits of this spending before panicking over its scope.

Right Tail Capital Q1 2026 Letter

Markets have been volatile as investors attempt to understand the implications of artificial intelligence across industries.
Investors Chronicle

Is Games Workshop’s top-tier valuation worth it?

It describes the world of Warhammer 40,000 – the fantasy miniature maker Games Workshop’s (GAW) flagship brand, set in a ...