Investing
The Death of Equity Long-Only
Gloomy outlook for gaining entry into my favorite investment style
Investing
Bill Gurley Talks Publicly Traded Internet Companies
Learning from one of the greatest venture capitalists
Investing
A Short History of Telco / Cable Industry
A podcast with Craig Moffett
Investing
The U.S. Health Crisis
How Big Food and Big Pharma Are F*cking Us Up
Investing
Business Trends in China
My on-the-ground experience
Investing
Generalist vs. Specialist
There is no perfect model – many successful investors came from different coverage models and there is no empirical evidence that the generalist or specialist is better than the other. Generalist Under the generalist model, a research analyst has no constraint on what kind of companies or industries she can invest
Investing
Advice for Junior Buy-side Research Analysts
This week I will share with you career tips for junior buy-side research analysts. I want to thank my Instagram followers for contributing to some of the great tips. For this article, let’s assume the interaction is between you and your portfolio manager, but it also applies if you