A hedge fund, for its employees and its partners, should be a positive sum game, where all people are better off, vs a zero sum game, where one is better off at the expense of the others. 2 years later I stand by these thoughts from before my launch. 🙏 to my team and partners.

This was a really awesome listen and very inspiring. I’m a sucker for good entrepreneurship stories in general and the fund industry in particular. opmpod has several good ones, especially the earlier episodes. Anyone else have favorites?

Resurfacing this in response to the thread earlier today about Tolstoy and start up funds.

A great short setup is when the longs are dead wrong about something they are all or mostly all fixated on, you understand exactly why they are dead wrong about it, and catalysts are about to happen that will help the longs to understand why they are wrong as well.

Tucker Carlson I am Nate Anderson, the founder of Hindenburg Research referenced repeatedly in this bizarre and fantastical interview. During my career, I helped expose numerous financial scams, including over a dozen Ponzi schemes and numerous instances of public companies lying to and

“The Whole Thing Is a Con Job” – Trump’s Windmill Rant at EU Presser

For anyone who wants to dig really deep into U.S. effective tariff rates across countries and products we've begun adding very detailed tariff data to WSL SECTORTARIFFS<GO> on @theterminal. We have a lot more coming in on this and in ECAN<GO> & TARI<GO> in the coming days! 🌎

This is why Brett has my favorite account on twitter, Great brutally honest assessment about what HF life was like for him, with advice. While this doesn’t resonate with me personally (this job makes my family life better), I think it’s true for the vast majority of people.

Seward & Kissell, as the largest law firm that does fund launches, has some really nice data on fund launches / fees / structures. The 2025 edition of their study can be found here: sewkis.com/publications/s…

There are so many people on this platform creating and sharing great content. I am starting a thread to highlight those who are doing great work in equity research and investing. Will keep adding to it over time. I also appreciate any suggestions as to who should be on here

Podcast dropping tomorrow, tried to articulate some of the things I’d wish people had told me 10-20yrs ago. Includes early career challenges, being #2 at a successful firm that scaled, and some musings about launching a new investment biz. Thanks Max Wiethe