Thank you, Jana!

https://t.co/IsrJRYekGR

Women generate so much health data through wearables, but it is scattered across devices and barely used to improve women’s health. I’m trying to understand how we could change that in a women-led, anonymous way. If you’re a woman and open to a <1 min survey, I’d be grateful:

The coming years will split companies into two groups: those that become AI-native and those left catching up. The innovators who harness AI now will define the winners of tomorrow. Follow me for strategic insights on leading through the AI revolution.

For more insights on ROIC, I broke down Michael Mauboussin's ROIC framework in this new newsletter here ↓ https://t.co/OSiTjQbHyu

How to Use ChatGPT Without Brain-Rot - thoughtful post by @DavidEpstein

Listen to the latest episode of the Value Investing with Legends podcast featuring Bob Robotti, CIO of Robotti & Company Advisors and @mjmauboussin https://t.co/5cya5iau14

4/ Report available here:

3/ We include a framework for assessing a company's capital allocation skills, which covers past behavior, calculating return on (incremental) invested capital, an evaluation of incentives, and five principles of effective capital allocation.

Cyber Monday = Cyber DECEMBER! 🎅 Let the season of giving commence and last all month. Use Code CYBER25 for 25% Off Courses. Don't forget, we have Free & NameYourPrice options, too. Just Hacking Training (JHT) is a platform providing "Focused Technical Training for All Levels"

2/ We review capital allocation alternatives in detail, including a novel discussion of intangible investments, and offer a guide for thinking about the prospects for value creation. Looking at a more than a half-century of data reveals long-term trends, including the rise of

This week we published an updated version of Capital Allocation: Results, Analysis, and Assessment. This is comprehensive study of how public companies in the U.S. spend money. We extend most of the analysis back to 1970, update the data through 2024, and discuss results for the

Haha - yes, they missed this one: Revisiting Market Efficiency: The Stock Market as a Complex Adaptive System

Reframing Financial Markets as Complex Systems: Tools for Systemic Risk Analysis, Portfolio Management, and System-Level Investing "This report reconsiders how we understand financial markets, framing them as complex systems and offering alternative approaches to traditional

A new episode of the Value Investing with Legends podcast dropped on Friday! Take a listen. @mjmauboussin https://t.co/QYIPJ6vp1i

If you missed Fordham Investments Club (FIC) last event with @mjmauboussin check out the replay here! https://t.co/qPLYqXcors

https://t.co/Lbm7kWVdHp

AI agents are getting powerful fast… and without proper auth they can introduce vulnerabilities just as fast. Auth0 for AI Agents gives you real user context, secure token handling, async approvals, and fine-grained data control so your agents only do what they’re supposed to.

Great work, Kai.

I absolutely love Expectations Investing written by @mjmauboussin and Alfred Rappaport. But when I was reading it, it was tough to deeply internalize the ideas. So I wrote the kind of article I wish I’d had before starting the book. https://t.co/N94wXABhIX

Out Now! We are thrilled to feature Bill Ackman on the latest episode of the Value Investing with Legends podcast. @BillAckman @mjmauboussin https://t.co/QYIPJ6vWQQ

I had the great pleasure of spending much of a day last week with my mentor, collaborator, and great friend, Al Rappaport. He is an inspiration - filled with optimism, rigor, intellectual curiosity, and a tremendous work ethic. Knowing him has been an incredible professional and

Good data on global economic profit. Worth studying the results of the top companies. https://t.co/vc9oCEzfe2 via @McKinsey