Research & Insights

Research & Insights

Q&A with Arne Alsin and Eric Markowitz – September 2022

“For those of you who know me well, you know that this work—investment research— is all I do. I probably spend 60, maybe 80 hours a week purely on research. Gave up golf about a decade ago. No more meetings. I’ve devoted myself to this enterprise. And I love it.”

Issue #76

Warren Buffett on the relationship between journalism and investing; Becoming a better learner, analyst, and investor

Issue #75

A few ‘big beliefs’; The quixotic quest of William MacAskill

Issue #74

"It doesn't take a huge amount of time to have brilliant ideas"; The next generation of AI will require a first principles approach to chip design

Issue #73

Speed + simplicity = cash; Bridging the disconnect between Washington and Silicon Valley

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