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Capital Ideas

COVID took away one of the two legs payments stand on — Mastercard CEO
8 lessons: why Mastercard now calls itself the trust layer of the AI economy, how it split one global network into digital islands, and why half of each…
3 hrs ago • Scuttlebutt
Paul Johnson: "value investing" is redundant, and what died after Graham was capital preservation | Talking Billions
Why he says the real divide is fundamental investing against quant, the letter Markowitz wrote back to him about how modern portfolio theory began, and…
Sep 1 • Scuttlebutt
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