HF Guys: What do you read?

Hear tons of podcasts from PMs or founders of investment firms talk about how they are almost always reading (about world news, politics, names in their portfolio ofc, etc.). For those on here that have been in the game for a bit, what do you spend your time reading?

8 Comments
 

Thank you, this is very helpful. Mind me asking which accounts/people you frequent on twitter?

 

Thanks! If you’re open to sharing, I’d be curious to hear which specific accounts you think have the highest signal-to-noise ratio for different buckets. Eg- 

  1. Sector Specialists: (TMT/Consumer/Energy)
  2. Macro/Geopolitics: (Fed/yield curve/etc)
  3. Special Sits: (M&A/spinoffs/event driven plays)
  4. Forensic/Shorts: (Deep dives into accounting red flags)
  5. Aggregators: (Who is the best at filtering the 24/7 news cycle into what actually matters for a PM?)
 

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