Jun 03, 2026

How does internal portco reporting work at your fund?

Ddddddddddddddddddddeeeeeeeeeeeeeeeeeeeeleelleeleleleleleleleleleeleelelelelelleelelelleelelelel

+58	Nothing to do at work & bored to hell	5	4h
+54	Do people over-index on 'moats'	18	50m
+38	Best associate I've worked with is leaving for PE, want to do something for him, no idea what	14	7h
+35	Why is ROIC never really a topic when looking at companies IRL	11	23h
+33	Underrated MF/UMM Funds	44	6h
+30	Biggest (avoidable) failures in PE Investments?	16	30m
+25	Large Cap PE Value Creation vs RX shops? (Coming from McK)	2	4d
+25	Good Performing Software Funds	5	4d
+22	SGE Final Round (Investment Summer Analyst) - Case Study & Technicals?	7	15h
+18	Interns - AI usage, don’t put yourself out of a job	3	1h