Archive - YWR: Your Weekend Reading

The Nairobi Solution: Ch.6

Erik searches for locomotives in Zimbabwe.

May 10 • Erik

YWR: HF Manager Notes

Notes on what the 'smart' money is doing.

May 9 • Erik

YWR: Two China Tech Trades

Tencent (700 HK) and Baidu (BIDU) look good here.

May 5 • Erik

The Nairobi Solution Ch.5

Erik struggles to keep the railway project alive and sees why it's matters.

May 3 • Erik

YWR GP: All Roads Lead to BlackRock

Instead of fighting the Death Star. Why not own it?

May 1 • Erik

April 2026

YWR: Global Factor Model

There is a new estimate trend.

Apr 28 • Erik

The Nairobi Solution: Ch.4

So much for ‘remote control’ Erik thought as their Landcruiser forced its way onto the crowded road leaving Mombasa port.

Apr 26 • Erik

YWR: Boom Charts

Everyone is flapping their wings and asking themselves how the market can make new highs.

Apr 24 • Erik

YWR: PEVC Q1 26 Deal Tracker

No one noticed it, but Q1 2026 was an inflection point for private markets.

Apr 21 • Erik

The Nairobi Solution: Ch. 3

The price of Sapele Petroleum blinked red.

Apr 19 • Erik

YWR: The Seattle of AI no one realises (yet).

Everyone is focused on San Francisco, but there is a new AI hub sprouting up, and no one is paying attention.

Apr 17 • Erik

YWR GP: YDX (your AI Sell-Side)

I wrote up 393 stock ideas for you.

Apr 14 • Erik

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