Here’s Why Riverwater Partners Micro Opportunities Strategy Exited National CineMedia (NCMI)

Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q4 2025 investor letter. A ...

10 things I learned from burning myself out with AI coding agents

As independent AI researcher Simon Willison wrote in a post distinguishing serious AI-assisted development from casual “ vibe ...

Accelerated AI Spending Hit Meta Platforms (META)

The letter highlighted poor stock selection, the portfolio’s strong past performers due for valuation correction, and being structurally underweight in AI stocks drove the underperformance. The letter ...