| Random Musing on Mr. MarketAgain take everything I say with a grain of salt...
1) Are we happy yet value investors?
A while ago, I was once asked if I was happy. It was a weird question since I'm generally a happy person but this investor thought I wasn't expressing an appropriate amount of happiness doing my job (...|| 1 month 1 week|
| Random musings that sound like ventingThere's really no point to this post.
TLDR: Sometimes it's just a job with a boss that does boss things.
1) Young PMs in a bull market
30-something year old HF PM/Partner scare me...and should scare LPs. You know the type. Started career around the financial crisis and survived the...|| 1 month 2 weeks|
| Random Musings on the HF Interview ProcessThis is far from a definitive guide but should give you a high level overview on how to think about the process. I'll update more topics as I find time.
1) Help Wanted
Openings can be sporadic but a few things to keep in mind. There are always one-off openings throughout the year as new funds...|| 1 month 6 days|
| The Hedge Fund Experience - Good, Bad, UglyMod Note (Andy): Throwback Thursday - this was originally posted Feb 2009
Since there aren't any decent/active discussions on the HF forum, I figure I start a thread highlighting the good, bad, and ugly aspects of working at a hedge fund. This is based on my personal experiences so don't take...|| 1 year 6 months|
| Elliott Management's Juniper PresentationAgree? Disagree?
(Side note: Having candidates deconstruct these type of presentations during an interview is pretty useful. Anyone can regurgitate a pitch with practice. I want to see if you can identify the holes or...|| 1 year 8 months|
| Group: Read the FootnotesThis group will highlight the good, bad, and ugly aspects of working at a hedge fund/buyside. Trade stories, share insights, or just follow along.
I've decided to start a group to better organize topics that interest me and ensure my posts do not get buried in the forums over time.|| 1 year 10 months|
| Preparing for the HF informational interviewModerator Note (Andy): Best of WSO - this post originally went up December 2009 and we thought it deserved to go back on the homepage for those who may have never seen it.
I got a PM asking how to prepare for an informational interview with a HF manager. Since I don't post often, I'm going to...|| 2 years 8 months|
| Hedge Fund Guru Answering Inbox Questions Here....Some of these messages are very old but I'm going to answer them anyway b/c I’m in a helpful mood.
Question: How would I know what the career path for [this particular hedge fund]?
Every fund has their own "career path"...it just depends what the founder thinks. Some give a shit and want to...|| 2 years 11 months|
| Investing with a catalystI came across a blog post about Bill Gates calling Kodak "toast" back in 1991 that serves as a good reminder on why you really need to have a catalyst when investing.
http://brontecapital.blogspot.com/2009/12/...|| 5 years 9 months|
| Technical questions forumHave you considered starting a technical questions forum?
Some of my favorite topics on this forum are related to valuation, modeling, and technical questions. I enjoy discussing the various technical questions prospective analysts are being asked, and highlighting why the textbook answer might...|| 5 years 10 months|