Archive - YWR: Your Weekend Reading

YWR: New Stevie Features

Stevie evolves from chatbot to junior analyst.

15 hrs ago • Erik

YWR: Dirty Dividend stock thoughts

Updated thoughts on the results from some of our holdings (Unicredit, Santander, Barclays, Glencore, BP).

Aug 7 • Erik

YWR: PEVC Q2 2026 Deal Tracker

We review 2,700 PE/VC investment rounds to see where private markets are (and aren't) allocated their capital in Q2.

Aug 4 • Erik

YWR GP: Chinese Family Office Notes

Bullet points from meeting with a family office in Shanghai.

Aug 2 • Erik

July 2026

YWR: The Secret Hedgehog

A leading US natural gas producer is quietly becoming great.

Jul 31 • Erik

YWR: Global Factor Model

There are two big trends in the market. And investors are afraid to own them.

Jul 28 • Erik

YWR: A Netflix style 10x idea

Would you like to buy the next Netflix? Like Netflix in 2004.

Jul 25 • Erik

YWR: Killer Charts

Our monthly chart pack to check market diagnostics and whether to stay bullish.

Jul 21 • Erik

YWR: 5 Silicon Valley Start-ups for the price of 1!

Or, why you need a J-Corp, but just don't realise it.

Jul 18 • Erik

YWR GP: The Networked Pension Fund

Why the future of asset ownership is not just allocating capital, but compounding intelligence.

Jul 14 • Erik

YWR: China is getting cooler. Trip takeaways.

My big investment takeaway? China is cooler than I expected.

Jul 12 • Erik

YWR: Shanghai Crash Fund

I have a crazy idea. Shanghai property at 10cts on the $.

Jul 10 • Erik

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts