The app for independent voices

This week, we launched deep research. Think of it like a really fast, really smart PhD student that can do research for you. You can ask it to do a literature review on a topic in your field, analyze the results from a series of randomized controlled trials, or even generate a report that organizes key findings in a table and includes citations.

Here’s how:

Hello everyone!

Today marks my 2nd month in Substack.

I am a full-time portfolio manager managing a >$1 billion AUM long-only equity fund.

I started Outperforming the Market to help investors gain rare insights from the institutional investing world to make investing simple for everyone.

I publish an analysis article every Monday, Wednesday and Friday, so subscribe and follow along if you have not already done so!

Simple Investing.

If you are just starting on Substack and no one is reading your writing, this is your beginner advantage.

It’s like taking shots in an empty gym.

You get to put in the reps & improve your craft without pressure from a constant stream of eyeballs.

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.

THE WINDOW: Sports betting w/ Matt Russell
THE WINDOW: Sports Betting Podcast
Quick Education (2.24.25)
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Current time: 0:00 / Total time: -1:04:49
-1:04:49

An illustrated book summary of ‘Atomic Habits’ by James Clear:

Great discussions

Join the most interesting and insightful discussions.

Incredible visual guide to reasoning LLMs just dropped.

We're lucky to have Maarten.

A Visual Guide to Reasoning LLMs

Of course- The Information: TikTok Users’ Move to Chinese App RedNote Alarms Beijing’s Censors

theinformation.com/arti…

The Cyberspace Administration of China, the country’s Internet watchdog, is concerned that English-language content showing up on RedNote may contain politically sensitive posts that aren’t otherwise allowed on Chinese social media, according to three people with knowledge of the communications between Chinese officials and RedNote.

Jan 16
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