Equity Research | Investment Fund Deep Dives | Moat GOATs
Excellent list! For macro, I'd also recommend Steven Drobny's "Inside the House of Money". It's a collection of interviews and some dissections of macro trades that are quite relevant.
Thanks for the rec! and thank you!
Excellent list! For macro, I'd also recommend Steven Drobny's "Inside the House of Money". It's a collection of interviews and some dissections of macro trades that are quite relevant.
Thanks for the rec! and thank you!