Career
Why Equity Research Falls Short on Exit Opportunities
And implications for equity research professionals
Latest
Career
Did I Just Make It Onto Bloomberg?!
Implications for Wall Street equity research
Career
My 2024 Year-in-Review
Reflections, Lessons, and 2025 Goals
Why these books made my reading list
I get these questions all the time on “what’s the best book for XYZ”, so I will share my commentary on why certain books made it onto my curated reading list. Since it’s Thanksgiving season, it’s a great time to buy these books—they’re likely available
Career
State of the single-manager HF industry w/ Ricky Sandler
Recently, Ricky Sandler, the founder of Eminence Capital, joined Ted Seides on the Capital Allocators podcast. During their conversation, Sandler shared valuable insights into how he has navigated the ever-changing landscape of public investing through market regime shifts—and how the market regime is evolving today. Here are my key
Investing
Moat GOAT: Analog Devices
Boring is good
Career
MBA: A Realistic Guide for Aspiring Professionals
Part 1 - What you need to know before you apply
Career
Making the most of sell-side research
A guide for buy-siders
Career
What keeps sell-side analysts busy?
Wait, they don't just do research?!
Career
What buy siders should know about sell-side equity research?
What value does equity research actually add?
Investing
Moat GOAT: Otis Elevator
It's a subscription business, what?
Book Summary: Narconomics
The economics of the illegal drug business