Travis WebbThe Zillow debacle: no algorithm is smart enough to overcome basic flawsMarket-making only works well for fungible goods with symmetric informationNov 19, 2021Nov 19, 2021
Travis WebbNvidia owes you $950 billionA brief discussion on NVDA’s valuationMay 25, 2023May 25, 2023
Travis WebbNvidia is having an “Intel Inside” momentAnd history suggests that it won’t lastMay 26, 20231May 26, 20231
Travis WebbAn overly theoretical approach to understanding margin of safetyAcquire options at negative costJun 6, 2023Jun 6, 2023
