Career
MBA: A Realistic Guide for Aspiring Professionals
Part 1 - What you need to know before you apply
Latest
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
Investing
Moat GOATs: Old Dominion (OD)
Why is less-than-truckload (LTL) shipping a good industry?
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