Title says it all.
I’d be mainly interested in TMT material, but would be open to generalist too. I’m looking for a few good accounts that post singular pitches/theses/discussions on the market and future trading for more learning material.
Many thanks in advance.
For TMT-focused and generalist hedge fund theses or market discussions, LinkedIn and X (formerly Twitter) can be great resources. Based on the most helpful WSO content, here are some suggestions:
LinkedIn:
X (Twitter):
Additionally, you can explore newsletters and podcasts mentioned in the WSO dataset, such as: - Axios Pro Rata - Stratechery - 20MinuteVC - Invest Like the Best
These resources often feature market discussions and can complement your search for TMT and generalist hedge fund material.
Sources: Q&A: Head of Macro Strategy at Hedge Fund Taking Questions, TMT prep
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Twitter has good stuff here and there but mostly shitposting. Not many people sharing full theses on Twitter. Start by searching up a ticker and just start talking to ppl. Those convos would be good. Go to VIC for full theses (altho most ideas there suck)
If you look outside of TMT you’re gonna find a lot better content from X
VIC is still better but not what it once was
Thank you. I’d be open to sector agnostic pitches if they’re well regarded.
Would you be reccomend any accounts in particular?
Also, why is it that they’re aren’t as many good pitches/theses & discussions on trades/investments in the TMT sector? Is it that you personally don’t follow TMT so haven’t come across them, or is there some reason behind it? Cheers
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