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2023 Year-end Review
And 2024 Goals
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10 Delusions of an Aspiring Buy-sider
Attitudes you must rid of to get a buy-side job
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Announcement - Going Paid + Raising Price
I am officially “going paid.” 2 months ago, I began publishing content for paying subscribers because I wanted to give back to paying supporters who expected nothing in return. To my paying subscribers: Thank you so much for your financial support! I have decided to continue producing this type of
Book Summary: Deep Work
Wisdoms from the Productivity Guru
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Regulatory Capture - Porter's "Sixth Force"
Bill Gurley blasts Capitol Hill
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The Non-target with the Best Buy-side Seat
Hear from Todd Combs, Warren Buffett's right-hand man
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5 Quickest Paths to Hedge Fund Land
Maybe you thought about joining a hedge fund out of undergraduate but found it to be super hard. There are wunderkinds who do Blackstone right out of Ivy League undergraduate and become a sector head at a Tiger Cub, but those are rare. For the rest of you, what are
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Wide-Moat Investing
With Pat Dorsey of Dorsey Asset Management
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How to Generate Stock Ideas Quickly
Steal, Screen, Cover, and Network
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AI's Impact on the Software Industry
with Des Traynor, founder of Intercom
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All Things Maverick Capital
How Ainslie founded, built, and operates a large hedge fund
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Can Multi-Managers Continue to Win?
The Lie Detector Says ... That's a Lie