A curated list of Swift's newsletters

Wall Street Rates It a Sell. It's Up 29% Anyway.

$1B of cash on flat revenue, 40% of the shares retired since 2020, and $2.7B of debt to fund it. The bull and bear cases are both stronger than you think. ͏     ­͏     ­͏     ­͏     ­͏     ­͏    …

A Practical Framework for AI Threat Readiness

Get the AI Threat Readiness Playbook ͏ ‌     ͏ ‌     ͏ ‌     ͏ ‌     ͏ ‌     ͏ ‌     ͏ ‌     ͏ ‌     ͏ ‌     ͏ ‌     ͏ ‌     ͏ ‌     ͏ ‌     ͏ ‌     ͏ ‌     ͏ ‌     ͏ ‌     ͏ ‌     ͏ ‌     ͏ ‌     ͏…