
Fundamental insights


The Primacy of Revenue Growth
Applying the Tiger-style investment process when analyzing revenue growth.

Beat the Pods: A 7-Point Recipe For Single Managers
Strategies for single-manager hedge funds to compete with the rise of multi-manager hedge funds (MMs).

A Podcast Curriculum for the Aspiring Buy-Sider
A comprehensive investment curriculum covering diverse approaches and mindsets in just a week or two.
