The State of Alpha Delusion! How to keep the faith
The State of Alpha Delusion (SAD!) is strong.
4 min read
Strategy
13 postsHow total outsider Liddle Mo Lidsky built and sold Prime Quadrant in under 10 years
Objectively, what Mo Lidsky has accomplished at Prime Quadrant is remarkable. Prime Quadrant's big transformation started in 2011.
4 min read
The Second Mouse Plan Part 3: The Church of Latter-Day Mice
This is the conclusion of The Second Mouse Plan essay (Part 3). Make sure you
have read Parts 1 and
6 min read
The Second Mouse Plan Part 2.2 - The Playbook
If you haven't read the previous parts, start here: Start here: The Second
Mouse
Plan — Introduction
[https://opmglobal.
4 min read
The Second Mouse Plan Part 2.1 - The Playbook
How the Unimaginative Can Thrive in the Age of the Unicorn
Recap of Part 1: Startups and venture capital suck
5 min read
That time I phoned Black Swan author Nassim Nicholas Taleb
Despite recent developments, I will focus on my niche of telling you about
things that happened 15 years ago. Around
6 min read
The nature of the Portfolio Manager - Analyst relationship
I wrote this essay on the true nature of the analyst’s role when they work for a
portfolio manager.
6 min read
An investment riddle for the Holidays
Dear disgruntled reader,
I wanted to leave you with a riddle to ponder over the Holidays. Let’s take two
1 min read
The secret to raising money
> Man is the most vicious of all animals, and life is a series of battles ending
in victory or
4 min read
The Second Mouse Plan — Introduction
How the Unimaginative Can Thrive in the Age of the Unicorn
This painting depicts the fall of Icarus (near bottom
8 min read
What Wealthsimple can learn from Kevin O'Leary
> The essence of success is that it is never necessary to think of a new idea. It
is far
4 min read