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 HF Monitor (Free for all subscribers, including free tier)
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