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State of the single-manager HF industry w/ Ricky Sandler
22 hrs ago
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Richard Toad
11
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State of the single-manager HF industry w/ Ricky Sandler
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Moat GOAT: Analog Devices
Boring is good
Nov 17
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Richard Toad
5
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Moat GOAT: Analog Devices
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Glenview Capital Management
The Activist Force with a Healthcare Edge
Nov 10
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Richard Toad
2
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Glenview Capital Management
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MBA: A Realistic Guide for Aspiring Professionals
Prestige, Network, and Career Pathways
Nov 3
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Richard Toad
5
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MBA: A Realistic Guide for Aspiring Professionals
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October 2024
Making the most of sell-side research
A guide for buy-siders
Oct 27
•
Richard Toad
9
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Making the most of sell-side research
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Artisan International Value
The GARP long-only investor who actually beats the market consistently
Oct 13
•
Richard Toad
4
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Artisan International Value
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2
What keeps sell-side analysts busy?
Wait, they don't just do research?!
Oct 6
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Richard Toad
15
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What keeps sell-side analysts busy?
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September 2024
What buy siders should know about sell-side equity research?
What value does equity research actually add?
Sep 29
•
Richard Toad
13
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What buy siders should know about sell-side equity research?
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Moat GOAT: Otis Elevator
It's a subscription business you say?!
Sep 22
•
Richard Toad
12
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Moat GOAT: Otis Elevator
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Diamond Hill Capital Management
Long-term value investor in the U.S. Midwest
Sep 15
•
Richard Toad
2
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Diamond Hill Capital Management
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Book Summary: Narconomics
The economics of the illegal drug business
Sep 9
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Richard Toad
3
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Book Summary: Narconomics
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August 2024
Moat GOATs: Old Dominion (OD)
Why is less-than-truckload (LTL) shipping a good industry?
Aug 18
•
Richard Toad
13
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Moat GOATs: Old Dominion (OD)
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