Philosophy Capital's Jacob Rubin on legacy brand names: Caesars $CZR and Gannett $GCI

Philosophy Capital's Jacob Rubin on legacy br...

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Pershing Square Challenge 2026 finalists pitch Amadeus $AMS | the toll booth on global travel

Amadeus $AMS is down roughly 25% because the market lumped it in with the SaaS names AI is supposed to gut. Team Amadeus, Pershing Square Challenge finalists, argue it's the opposite: a deterministic, mission-critical monopoly that AI makes more valuable, not less. We dig into th ...  Show more

May 2026 Random Ramblings

A market that refuses to go down, AI coming for the investor's job, and MicroStrategy quietly becoming the entire preferred-equity market. Andrew's monthly ramble across five things he can't stop thinking about: stretched memory valuations, a hyper-concentrated tape, mental flexi ...  Show more

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