Career
Leaving Hedge Funds
Why Life on the Other Side Isn't So Bad
Career
How to Craft a Winning Stock Pitch
And how NOT to crafting a losing one
Career
Book Summary - The Almanack of Naval Ravikant
I just finished reading The Almanack of Naval Ravikant, and wow—what a book! In this post, I'll dive into the lessons that resonated most with me: how to get rich, is there luck, how to learn, how to build a brand, and so on. I'll
Career
Moat GOAT: EDA software
The duopoly of Cadence and Synopsys
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Why Equity Research Falls Short on Exit Opportunities
And implications for equity research professionals
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Did I Just Make It Onto Bloomberg?!
Implications for Wall Street equity research
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My 2024 Year-in-Review
Reflections, Lessons, and 2025 Goals
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Why these books made my reading list
I get these questions all the time on “what’s the best book for XYZ”, so I will share my commentary on why certain books made it onto my curated reading list. Since it’s Thanksgiving season, it’s a great time to buy these books—they’re likely available
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State of the single-manager HF industry w/ Ricky Sandler
Recently, Ricky Sandler, the founder of Eminence Capital, joined Ted Seides on the Capital Allocators podcast. During their conversation, Sandler shared valuable insights into how he has navigated the ever-changing landscape of public investing through market regime shifts—and how the market regime is evolving today. Here are my key
Career
Moat GOAT: Analog Devices
Boring is good
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MBA: A Realistic Guide for Aspiring Professionals
Part 1 - What you need to know before you apply
Career
Making the most of sell-side research
A guide for buy-siders