Investing

How-to’s

• Advice for Junior Buy-siders

• Crafting a Winning Stock Pitch

• Generate Stock Ideas Quickly

• How to Generate a Variant View?

• Generalist vs. Specialist

Moat GOATs

• Analog Devices (ADI)

• EDA software (CDNS, SNPS)

• Specialty distributors (GWW, POOL, WSO, FAST)

• Copart (CPRT)

• Old Dominion Freight Line (ODFL)

• Otis Elevators (OTIS)

Investing

• Can Multi-Managers Continue to Win?

• State of the Single-manager Hedge Funds

• The Death of Equity Long-Only

Technology

• China in 2025: What It’s Like on the Ground Right Now

• AI's Impact on the Software Industry

• Coatue’s 2024 EMW (East Meets West) takeaways - public and private tech trends

• Bill Gurley blasts Capitol Hill

• Telecom / Cable Industry

• Bill Gurley on Internet Businesses

• Business Trends in China 2023 - My Field Work

Financial Institutions

• The Rapid and Epic Demise of Silicon Valley Bank (SVB)

Consumer

• Homebuilder Trends

Healthcare

• The U.S. Health Crisis: How Big Food and Big Pharma Are F*cking Us Up