Investment idea generation.


Our thoughts.

Hedge Fund Linkfest: FANG

  • Dead Companies Walking: How A Hedge Fund Manager Finds Opportunity in Unexpected Places [link

  • The time that Tony Fadell sold me a container of hummus [link]

  • It’s Time for Investors to Re-Learn the Lost Art of Reading [link]

  • If Someone Tries to Sell You, Don’t Buy It [link]

  • The inside story of how Amazon created Echo, the next billion-dollar business no one saw coming [link]

  • A Dozen Things I’ve Learned from Chamath Palihapitiya About Investing and Business [link]

  • Secrets of the Yahoo Sale ‘Book’ Reveal Financial Meltdown and Big Bet on Mobile Voice Search [link]

  • The former CFO of Enron warned a group of execs that large US companies are doing the same things he did [link]

  • Here’s what we learned at the NFL’s financial training camp for players [link]

  • Simple vs Complex [link]

  • Shake Shack Should Heed Chipotle's Missteps [link]

  • Check out what we're doing with using activist investors for idea generation - free trial [link]