Stay curious my friends.

This week, after reading a Harvard Business Review piece on why activist hedge funds aren't good for companies, and a New Yorker profile on Paul Singer (the doomsday investor), I decided to dive a little deeper into the empirical economics of activist investments. There are industry practitioners who praise activist investors, and those who despise them. On the academic side, there are several who support the effects of activists with empirical data that seem to point to incr

Deep dive into activist investing, historical perspective on interest rates, Brent Beshore interview, Tesla's state of affairs, startups

Carl Icahn activism update, solving India's trash problem, Munger's lollapalooza effect, Elliott Management activism, Waymo's au

Investor Discussion with Nathan Reid, Tesla going private, a new mental model for investing, podcasts on renewable energy & innovation,

Oil & Gas Activism, Plastic Pollution, The Rise Of E-Sports, Brookfield's Rise, How JD.com Transformed China, New Capital Raises, P