Archive - Chima’s Substack

June 2025

Big Tech & AI, Coding Agents, and Investing in Intangibles

Issue #4 | Margin of Signal: June 29, 2025

Jun 30 •

Product-Led Growth, Meta's Capital Allocation Strategy, and OpenAI Hardware

Issue #3 | Margin of Signal: June 22, 2025

Jun 22 •

Convenience‑Store Takeovers & AI’s Next Frontier

Issue #2 | Margin of Signal: June 15, 2025

Jun 15 •

Where AI Meets Enterprise Reality

Issue #1 | Margin of Signal: June 8, 2025

Jun 8 •

May 2025

Pilgrimage to Omaha

Lessons from the 2025 Berkshire Hathaway Shareholders Meeting

May 11 •

March 2025

Trump Bump or Trump Dump?

Depends where you look

Mar 17 •

January 2025

2025 Stock Picks

Risk on, for now...

Jan 10 •

The more things change, the more they stay the same

Jan 3 •

August 2024

A Historic VIX Spike

Chaos and Opportunity

Aug 5, 2024 •

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