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Zelenskyy is a better representative of the values that America stands for than America itself under its current regime.

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Ukraine Is Being Punished Because Zelenskyy Did Not Buy Trump's Superpowers

I could never post this one enough.

God has no hands but ours.

We are here for a reason. Not by accident. Not by mistake. We chose this time, this place, this life.

But what will we do with it?

The world is loud, full of fear and division. It wants to pull us into its drama, make us forget why we’re here. But we are not here to fight battles that were never ours. We are not h…

You made it, you own it

You always own your intellectual property, mailing list, and subscriber payments. With full editorial control and no gatekeepers, you can do the work you most believe in.

My dad called me this afternoon to tell me that the field between our houses was covered with robins, that it wasn’t just one robin that arrived as a sign of spring but a whole field full.

What he didn’t say was that birds were my mom’s thing. She would have been the one to notice. He did in her stead and made sure to bring them to my notice, too.

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I love talking Vulture's annual stunt awards with Brandon Struessnig. Lots of fun stuff this year about FURIOSA, THE FALL GUY, those ads during the Oscars that featured stunt performers, and more.

The Bulwark
Bulwark Goes to Hollywood
The 2025 Stunt Awards!
0:00
Current time: 0:00 / Total time: -38:30
-38:30

taps microphone β€œis this thing on?”

Hello Substack, I’m an acquisitions editor at Baker Books and would love to connect on here. Feel free to shoot me an invite and send me a pitch any time.

Grow your publication on Substack

With recommendations, referrals, and a powerful growth network, Substack creators spend less time on marketing and more time on their craft.

We are living in a golden age for music fans.

You made it, you own it

You always own your intellectual property, mailing list, and subscriber payments. With full editorial control and no gatekeepers, you can do the work you most believe in.

Waiting for Liberal Democracy in the American South

This is the best short speech about Trump's desecration of our democracy since he's re-entered office.

Read it, absorb it, but most of all, share it.

Trump Is Turning America Into its Opposite and a Threat to the World

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The best stories, ideas, and culture right at your fingertips.

When it’s cold enough to see the melody

Grow your publication on Substack

With recommendations, referrals, and a powerful growth network, Substack creators spend less time on marketing and more time on their craft.

Not sure if I’m supposed to say this here, but here goes:

  1. Lamenting the loss of what once was on another site, I love β€œfollowing” people here simply because I cannot get emails on the regular from all the ones whose wonderful work I want to see.

  2. I also love that there is no follower/following count here (at least that I can seeβ€”I’m inept at such things). Who cares?

  3. I also noticed recently that I can’t see how many likes, etc. there are on a note without a further step.

  4. I know this place is for lo…

MICKEY 17 is, sadly, not very good. It's neither funny nor fun nor exciting, the central metaphor is unbearably belabored, and the movie jettisons all the interesting ideas from the book in favor of tedious timeliness.

β€˜Mickey 17’ Review

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Lenten tension, velvet gloves, and watching β€˜with love’

A reminder: Vladimir Putin could end the war in Ukraine right now, just by ordering his soldiers to go home. No need for treaties or negotiations.

You made it, you own it

You always own your intellectual property, mailing list, and subscriber payments. With full editorial control and no gatekeepers, you can do the work you most believe in.

Norway has just decided to increase its support to Ukraine for 2025 from 35 to 85 billion Norwegian kroner ($7,81 billion). Compared to the size of the population, the Norwegian aid equals $483 billion from the USA.

Tusen takk, Norge!

πŸ“Š This Week in Visuals:

  1. 🦎 Berkshire: Equities Remain Priority

  2. ☁️ Salesforce: AI Potential, Tepid Outlook

  3. βœ… Intuit: Small Business Momentum

  4. πŸ’» Dell: Lower-Margin AI Deployments

  5. πŸ‘” Workday: Reassuring Investors

  6. πŸ—οΈ Autodesk: Workforce Reduction

  7. ❄️ Snowflake: AI-Powered Momentum

  8. πŸ‡°πŸ‡· Coupang: Farfetch Integration

  9. πŸ–¨οΈ HP: Navigating Headwinds

  10. πŸ–₯️ Zoom: AI-First Expansion

  11. ☁️ Nutanix: VMware Shift Tailwinds

  12. πŸ¦‰ Duolingo: Record Growth Continues

  13. πŸ• Domino’s: Aggregator Expansion

  14. ⛷️ AmerSports: Sales Surge in Asia

  15. πŸ₯• Instacart: Soft Guidance

  16. πŸ” Elastic: Cloud Acceleration

  17. πŸ’Š Hims& Hers: Weight-Loss Uncertainty

  18. 🧠 C3 AI: Expanding Partnerships

  19. 🌊 DigitalOcean: High-Value Customers

  20. 🌎 dLocal: Take Rate Compression

  21. πŸŽ“ Docebo: AI-First Pivot

  22. 🍿 AMC: Box Office Rebound

  23. 🍽️ Olo: Expanding Personalization

πŸ“Š PRO: This Week in Visuals
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Most investors overvalue growth and undervalue durability.

A business growing 5% that will certainly exist in 30 years is worth more than one growing 25% that might not survive the decade.

$NU is perhaps the most underrated potential right now.

I just projected its earnings until 2030.

Even if its annual revenue per active user gradually increases and only doubles by 2030, it'll be still half of that of traditional banks.

Assuming active customer growth will also slow down to 10% and net margin will decline to 15%, it'll near…

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$AMZN is criminally undervalued at this point.

This company spent $88 billion in R&D and $154 billion in SG&A last year.

For tech stocks, 100% of R&D and 50% of SG&A expense is actually investment. If you capitalized these, Amazon's net income would have doubled and it would have been trading at 18 times earnings.

Indeed, when you look a…