Career
MBA: A Realistic Guide for Aspiring Professionals
Part 1 - What you need to know before you apply
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Making the most of sell-side research
A guide for buy-siders
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What keeps sell-side analysts busy?
Wait, they don't just do research?!
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What buy siders should know about sell-side equity research?
What value does equity research actually add?
Career
Moat GOAT: Otis Elevator
It's a subscription business, what?
Career
Book Summary: Narconomics
The economics of the illegal drug business
Career
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?
Career
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
Career
Moat GOATs: specialty distributors
What makes (some of them) great?
Career
Reflecting on My 4 Years as a Creator
Revealing my identity