Why Billion-Dollar Neural Networks Can’t Replace a Simple Spreadsheet and a History Book
Wall Street’s new AI models are repeating the same mistakes as the quant funds of yesteryear, mistaking historical patterns for intrinsic value. Marcus Thornewood explains why the next digital stampede will be a gold mine for the disciplined investor.
Marcus Thornewood
·
May 15, 2026
·
5 min
Building Sustainable Ventures in a Hype-Driven Landscape
As the NFT market booms, it is essential for founders to shift focus from fleeting hype to sustainable value creation. This letter outlines the critical financial foundations and operational strategies needed for lasting success.
Marcus Thornewood
·
February 28, 2026
·
3 min
A Value Investor’s Perspective on Decentralized Finance
Decentralized Finance (DeFi) presents both immense potential returns and significant risks. In this exploration, we unveil whether the high rewards justify the dangers lurking beneath the surface.
Marcus Thornewood
·
February 11, 2026
·
2 min