Reading time: ~15 mins I often get questions about lessons I’ve learned as a public equity investor-turned creator-turned founder. This series shares those lessons. Whether you’re a corporate employee, an investor, or a founder (especially a creator-turned-founder), I hope you find value in ideas that have reshaped how
Jeff Ubben didn’t leave Fidelity because he was bad at the job. He left because he was too good at it—and the money wouldn’t stop coming in. He kept trying to shrink the number of names in his portfolio, but the fund kept getting bigger and positions
Fund Intelligence
Launches, Shutdowns, and Pivots
Career
2025 was the year everything finally clicked. Audience grew in ways I didn’t expect, I learned more about building on the internet than any other year of my life, and three products have product-market fit. I am grateful for your support. Here’s what worked, what didn’t, and
If you have spent your whole career in public equity, whether on the sell side, at a hedge fund, a mutual fund or a family office, it feels natural to think going corporate should be easy. You know business models. You have built countless forecasts. You have talked to management
Fund Intelligence
Before Citadel and Millennium: How Art Samberg’s Pequot Capital Invented the Modern Hedge Fund Platform
Investor Profiles
Investor Profiles
Investor Profiles
Investor Profiles
Investor Profiles
Investor Profiles