Michelle deBoer-Jones
It’s Not Them; It’s their Suppliers: Signet Capital’s Bull Thesis for Airbus [Value Investing Seminar]
Seth Fischer of Oasis Management on How to do Successful Activism in Asia
Gabriel Grego of Quintessential Capital Updates Investors On One Of His Big Short [VIS Italy Conference]
Private Market Playbook: How Investing in PE Is Investing Like Warren Buffett
The Evolution of Asset Management Over the Last 40 Years has Disrupted the Public Markets
Are PE Products for Retail Investors the Next Fraud? And Is Crypto One Giant Fraud?
Why AI Struggles with Analyzing Financial Data to Make Market Predictions and What AQR and BlackRock Say to Do About It
Here Are All the Best Ideas from Sohn Monaco 2024 from Courtenay, Jana, Mudrick, Exane And Much More
Morningstar Investment Conference 2024 Roundup: BAML Outlook, AI, GLP Stocks, Dangers In Europe, Defense stocks And More
Why Jim Chanos Called this the “Golden Age of Fraud” As Zeke Faux Notes Crypto Has “Democratized Scamming” – Morningstar 2024 Conference
From “Barely” Graduating High School to President of Goldman and CEO Of Carlyle: Harvey Schwartz’s Tale
Iconoclast Conference: Andreas Halvorsen on Developing Talent at Viking Global vs. Tiger Management in 1992
Tom Russo’s Hedge Fund Is Holding Strong with Indispensable Brands Despite the Wall of Worry
This U.K. Hedge Fund that Previously Avoided Chinese Stocks Explains What’s Different Now
Hedge Fund News
Magnificent Six Drive Hedge-Fund Returns in Q1 as Funds Trim Mega-Cap Tech, Seeking Alpha Elsewhere
Sohn Hong Kong 2024 Wrap-Up: James Smith, Aaron Stern, Seth Fischer, David Mitchinson, Wendy Chen and More [In-Depth]
Sohn Hong Kong 2024: James Smith of Palliser Capital Calls for Rio Tinto to End its DLC Structure
Sohn Hong Kong 2024: Wendy Chen of Sigmoid Capital Pitches Bull Case for This “Hidden Japanese Gem”

