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Eyes on the prize
Look around to find investment ideas, (Peter Lynch was right).
Jul 8
•
Marc Greenberg
69
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The Long and The Short of It
Eyes on the prize
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June 2025
Talk to the Hand
The five fingers of a very good idea pitch
Jun 25
•
Marc Greenberg
6
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Talk to the Hand
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1
The Long and The Short of It Podcast, Episode 6: Looking at the Macro with RDQ's Conrad Dequadros
My friend Conrad has been a Wall Street Economist a long time, first at Bear Stearns, then at RDQ Economics since 2008.
Jun 19
•
Marc Greenberg
5
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The Long and The Short of It
The Long and The Short of It Podcast, Episode 6: Looking at the Macro with RDQ's Conrad Dequadros
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53:44
Fact or Fiction?
A good process follows the data, plans for different outcomes
Jun 11
•
Marc Greenberg
1
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Fact or Fiction?
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The Analyst #9 - Stretch Pants
Each month, we’ll tell the story of an analyst’s journey to become one of the greats.
Jun 4
•
Marc Greenberg
2
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The Long and The Short of It
The Analyst #9 - Stretch Pants
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May 2025
Old Dog, New Tricks.
The most successful leaders in hedge funds tend to be restless – in a good way.
May 28
•
Marc Greenberg
2
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The Long and The Short of It
Old Dog, New Tricks.
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Processing ideas at the top of the funnel
Analysts and PMs are suddenly back in attack mode.
May 21
•
Marc Greenberg
4
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Processing ideas at the top of the funnel
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A Very Brief Gen AI Operating Manual for Long/Short Investors
The small text box at the top of page responsible for most of the questions we ask Claude, GPT or whatever other stovetop you cook your artificial…
May 13
•
Marc Greenberg
1
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The Long and The Short of It
A Very Brief Gen AI Operating Manual for Long/Short Investors
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The Analyst #8 - Bad Pizza
Each month, we’ll tell the story of an analyst’s journey to become one of the greats.
May 7
•
Marc Greenberg
3
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The Long and The Short of It
The Analyst #8 - Bad Pizza
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April 2025
Winning on the Back Nine
#leaders
Apr 30
•
Marc Greenberg
5
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The Long and The Short of It
Winning on the Back Nine
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Fallaway
Most people drawn to hedge funds are climbers.
Apr 23
•
Marc Greenberg
6
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Fallaway
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Uncertain? Be Ready.
#investors
Apr 16
•
Marc Greenberg
3
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The Long and The Short of It
Uncertain? Be Ready.
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