Education
Building an Unfair Advantage
“The most important part of our thesis is recruiting the right board.”
Dec 28, 2023 · 5 min read min
Education
Same Stock Different Returns
There’s only one reason to buy a stock, but there are infinite reasons to sell a stock.
Dec 19, 2023 · 8 min read min
Education
How Are You Different?
Alpha is generated by being a little different in a disciplined and thoughtful way.
Dec 15, 2023 · 5 min read min
Business Breakdowns
TerrAscend (TSND.TO / TSNDF) – Jason Wild’s Big Bet on Cannabis
TerrAscend is a vertically integrated North American cannabis company with operations in Pennsylvania, New Jersey, Maryland, Michigan, and California.
Dec 14, 2023 · 2 min read min
Education
When Should You Average Down?
Averaging down is a skill. Done well it can be your greatest asset. Done poorly it can mean disaster.
Dec 5, 2023 · 4 min read min
Education
How Much Are You Hurting Your Returns?
Nicolai Tangen is the CEO of Norges Bank Investment Management, Norway's $1.4 trillion sovereign wealth fund.
Nov 28, 2023 · 3 min read min