For Investors

Eyes on the prize

Look around to find investment ideas, (Peter Lynch was right).

Jul 8 •

Talk to the Hand

The five fingers of a very good idea pitch

Jun 25 •

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 •

Old Dog, New Tricks.

The most successful leaders in hedge funds tend to be restless – in a good way.

May 28 •

Processing ideas at the top of the funnel

Analysts and PMs are suddenly back in attack mode.

May 21 •

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 •

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 •

Most people drawn to hedge funds are climbers.

Apr 23 •

Uncertain? Be Ready.

Apr 16 •

The Company You Keep

Apr 9 •

The Short of It #1, Be a Card Player

Understanding the probabilities when adding or trading a position is critical to success.

Mar 25 •

Frontier Justice

Mar 18 •

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