Career
What keeps sell-side analysts busy?
Wait, they don't just do research?!
Career
Career
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
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,