Investing
Moat GOATs: Old Dominion (OD)
Why is less-than-truckload (LTL) shipping a good industry?
Latest
Career
Will AI replace Wall Street research?
AI as "lead left" banker?
Investing
Moat GOATs: Copart (CPRT)
Why is vehicle salvaging a good business?
Career
Coatue discussing tech trends
Takeaways from the public appearances of the Laffont brothers
Investing
Moat GOATs: specialty distributors
What makes (some of them) great?
Career
Reflecting on My 4 Years as a Creator
Revealing my identity
Career
Middle/Back Office to the Front Office
Actionable tips
Career
5 Misconceptions about Hedge Funds
Let’s explore the five most common misconceptions surrounding hedge funds. “Hedge funds don’t even beat indices” Many often criticize hedge funds for not beating the S&P 500 in a given year. This misunderstanding is widespread, even among the press. However, hedge funds are absolute return vehicles,
Career
On the tragic death of an IB associate
The recent passing of a Bank of America investment banking associate brings to light the harsh realities of a profession known for its long hours and high-intensity demands. May he rest in peace, and may his memory serve as a reminder to prioritize your well-being above everything else. I want
Career
How to Break Into Equity Research
So, you've set your sights on sell-side equity research. And every job posting you've come across reads something like this: We are looking for someone with 2-3 years of experience in equity research, buy-side experience, or investment banking experience in the sector we are hiring for.
Book Summary - Material World (Part 4)
Part 4: Oil and Lithium
Book Summary - Material World (Part 3)
Part 3: Iron/steel and copper