Investment idea generation.


Our thoughts.

Hedgefund Linkfest: Timing Is Everything

Desai Capital Management - The Most Valuable Thing: Value vs. Value Trap [link]

Three ways to be in service to the market [link]

Moleskine SpA: Paper Is Not Dead [link]

Tyranny of the Calendar [link]

Gender Bias in Hedge Funds? [link]

FUND MANAGER: Investors are unprepared for the future of the market [link]

A Fireside Chat With Charlie Munger [link]

Why FinTech is the WORST [link]

Andre Kostolany, bon vivant and speculator [link]

Dear Chairman: Boardroom Battles and the Rise of Shareholder Activism [link]

ThoughtsBWIhedge funds