Investing

How-to’s

• Advice for Junior Buy-siders
• Crafting a Winning Stock Pitch
• Generate Stock Ideas Quickly
• How to Generate a Variant View?
• Generalist vs. Specialist

Quarterly hedge fund intel - Launches, Shutdowns, and Pivots

• 2025 Q3

Notable investors, founders and C-suite

• Finance
• Business

Moat GOATs

• Analog Devices (ADI)
• EDA software (CDNS, SNPS)
• Specialty distributors (GWW, POOL, WSO, FAST)
• Copart (CPRT)
• Old Dominion Freight Line (ODFL)
• Otis Elevators (OTIS)

Investing

• Can Multi-Managers Continue to Win?
• State of the Single-manager Hedge Funds
• The Death of Equity Long-Only

Technology

• China in 2025: What It’s Like on the Ground Right Now
• AI's Impact on the Software Industry
• Coatue’s 2024 EMW (East Meets West) takeaways - public and private tech trends
• Bill Gurley blasts Capitol Hill
• Telecom / Cable Industry
• Bill Gurley on Internet Businesses
• Business Trends in China 2023 - My Field Work

Financial Institutions

• The Rapid and Epic Demise of Silicon Valley Bank (SVB)

Consumer

• Homebuilder Trends

Healthcare

• The U.S. Health Crisis: How Big Food and Big Pharma Are F*cking Us Up