michaelhillaert
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- Could AI Infrastructure Growth Last Longer Than Markets Expect? (michaelhillaert1.substack.com)
- A thirty year durability ranking of 35 companies (michaelhillaert1.substack.com)
- I ranked 25 companies by 30-year durability and current valuation (michaelhillaert1.substack.com)
- Why Semiconductor Bottlenecks Move Rather Than Disappear (michaelhillaert1.substack.com)
- What Still Gets Paid If AI Changes the Interface? (michaelhillaert1.substack.com)
- Vietnam's economy grew 9.95% in Q3, fastest pace in 4 years (asia.nikkei.com)
- My Valuation Dislocations of September (michaelhillaert1.substack.com)
- A valuation-dislocation tracker for 34 public companies (michaelhillaert.com)
- Administrative friction: moving within the EU (michaelhillaert1.substack.com)
- The New Chinese Way of Cyberwar (foreignaffairs.com)