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Incumbent Consensus
R&D departments don't predict the future
Jul 27, 2023
•
Spencer Peterson
6
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Incumbent Consensus
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2
April 2023
GTL: Gym, Tan, Laundry
the wisdom of Vinny, Pauly D, and the Situation
Apr 27, 2023
•
Spencer Peterson
4
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GTL: Gym, Tan, Laundry
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Grit is the only Alpha
How to make money now (and always)
Apr 13, 2023
•
Spencer Peterson
3
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Grit is the only Alpha
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Saturated
More money, more problems
Apr 6, 2023
•
Spencer Peterson
8
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Saturated
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1
March 2023
Safety trap
SVB was a new kind of big fail
Mar 23, 2023
•
Spencer Peterson
5
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Safety trap
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Ops strikes back
the COO/CFO resurgence
Mar 2, 2023
•
Spencer Peterson
2
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Ops strikes back
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February 2023
Fear is Good
true believers are back
Feb 23, 2023
•
Spencer Peterson
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Fear is Good
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Escape the Spreadsheet
the shift to underwriting product
Feb 16, 2023
•
Spencer Peterson
6
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Escape the Spreadsheet
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Aperture
the most important word in investing
Feb 9, 2023
•
Spencer Peterson
1
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Aperture
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Dead Cat?
what to make of January's rally
Feb 2, 2023
•
Spencer Peterson
1
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Dead Cat?
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January 2023
The VC Industrial Complex
inside the sausage factory
Jan 26, 2023
•
Spencer Peterson
1
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The VC Industrial Complex
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Looming Recession
how 2022 stacks up to past downturns
Jan 19, 2023
•
Spencer Peterson
1
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Looming Recession
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