Masters in Business

Founders 100 ETF portfolio manager: founder-led stocks beat the S&P by 3x over 30 years

6 principles: why founder-led stocks aren't just a tech bet, how 11,000 names get cut to 100, the 7.5% cap, and the 90-day rule that ends a position

15 hrs ago • The Scuttlebutt

Light Street CIO on AI agents: "users consuming 5X the tokens that you would consume"

17 predictions: Why he says compute demand is still running ahead of supply, where Nvidia's roughly 85% accelerator share goes next, and the…

20 hrs ago • The Scuttlebutt

Tyler Gardner: his clients didn't want to be educated, so he taught 6M strangers

12 takeaways: A wrong Roth IRA explainer with 2M views, why every short video is only top of funnel, and the cringe phase where most would-be creators…

Sep 11 • The Scuttlebutt

David Booth: why a scientist wouldn't run an index fund, the 4% the index overpays on every addition, and a century that paid 10% a year …

The Dimensional founder on starting in a Brooklyn spare bedroom, the S&P 500 fund that became BlackRock's cornerstone, why he waited four decades to…

Aug 29 • The Scuttlebutt

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