Investment idea generation.


Our thoughts.

Hedge Fund Linkfest: Wall Street Research

  • King of Capital: The Remarkable Rise, Fall, and Rise Again of Steve Schwarzman and Blackstone [link]

  • Inverting Wall Street’s Research Business Model [link]

  • Hedge Fund Pain Brings Loss Worse Than '08 in Crowded Stocks [link]

  • Integrity Research Releases Research Pricing Study Benchmarking Research Fees [link]

  • Moody's (MCO) vs. McGraw-Hill Financial (MHFI): A focus on the CRAs [3/14/2016] - 25 slide deck [link]

  • Subprime Flashback: Early Defaults Are a Warning Sign for Auto Sales [link]

  • A $2,500 tube of cold-sore cream? Now that stings [link]

  • Hedge Funds Look to Space With New China Economy Gauge [link]

  • Out Over Your Skis: How to Identify a Growth Trap [link]

  • The Epic Story of Dropbox’s Exodus From the Amazon Cloud Empire [link]

  • A day in the life of what we do [link]