Career
Why remote work is bad for investing?
5 reasons why you shouldn't work remotely for a fund
Latest
Book Summary - Material World
Recently, I read Ed Conway’s book "Material World", recognized as one of the best books of 2023 by The Economist. The book opened my eyes to how we often take basic materials for granted, yet underestimate their roles in geopolitics, economics, societal progress, and negative externalities. The
Career
Answering 8 Equity Research Most FAQs
I will answer some of the most frequently asked questions about sell-side equity research. What are my chances? Every equity research job post you have come across reads like this: The problem is: that is 1-3 more years of experience than you have when you first try to break in
Investing
How do you generate variant views?
A case study
Career
2023 Year-end Review
And 2024 Goals
Career
10 Delusions of an Aspiring Buy-sider
Attitudes you must rid of to get a buy-side job
Book Summary
Book Summary: Deep Work
Wisdoms from the Productivity Guru
Career
Regulatory Capture - Porter's "Sixth Force"
Bill Gurley blasts Capitol Hill
Career
The Non-target with the Best Buy-side Seat
Hear from Todd Combs, Warren Buffett's right-hand man
Career
5 Quickest Paths to Hedge Fund Land
Maybe you thought about joining a hedge fund out of undergraduate but found it to be super hard. There are wunderkinds who do Blackstone right out of Ivy League undergraduate and become a sector head at a Tiger Cub, but those are rare. For the rest of you, what are
Career
Wide-Moat Investing
With Pat Dorsey of Dorsey Asset Management
Investing
How to Generate Stock Ideas Quickly
Steal, Screen, Cover, and Network