Our weekly newsletter provides a brief snapshot of issues we have been working on internally, research topics we have been pursuing, or interesting articles or media that have come across our desk and impacted our thinking.
November 8, 2019

Weekly Thoughts: Stealing the Sourdough

Here is something that caught our eye this week: Stealing the Sourdough Our approach to sharing information Back in our hedge funds days, it was important that the individual positions owned by our funds were held in the upmost secrecy.  We could be the closests of […]
October 28, 2019

Weekly Thoughts: Perfect Conditions

Here is something that caught our eye this week: Perfect Conditions We still heart Eliud Kipchoge Last fall, we wrote about our admiration not only for Eliud Kipchoge’s running accomplishments (“Kipchoge broke the official marathon world record last weekend, finishing the Berlin marathon in 2:01:39, a full […]