Career
Housing Market Trends with Ivy Zelman
Things are just fine, but that's not good news for home buyers
Career
The Death of Equity Long-Only
Gloomy outlook for gaining entry into my favorite investment style
Career
Pro Equity Investors vs. Pro Athletes
5 similarities
Career
Bill Gurley Talks Publicly Traded Internet Companies
Learning from one of the greatest venture capitalists
Career
A Short History of Telco / Cable Industry
A podcast with Craig Moffett
Career
Equity Research Effortlessly with ChatGPT
It's time to say goodbye to endless hours of data crunching, analysis paralysis, and all sorts of tedious work you have to do in equity research. Let me show you how ChatGPT can streamline your equity research tasks, so you can focus on better understanding businesses and their
Career
Seth Klarman and the Baupost Group
A podcast with Ted Seides
Career
The U.S. Health Crisis
How Big Food and Big Pharma Are F*cking Us Up
Career
2023 Sell-side Equity Research Compensation Survey
This is the result of the compensation survey I ran earlier this year. The takeaway remains the same: 1. Big Bank pays slightly better, but the gap is not big enough for compensation to be the top criteria in evaluating job offers in an industry where you spend so much
Career
Business Trends in China
My on-the-ground experience
Career
Equity Research Masterclass
That all junior equity research professionals should know
Career
20 pieces of advice to help you stand out
Against 99% of your beta peers