A few weeks ago, I put out the call on Twitter that I wanted to write an investment manager agony column. Of course, in the deluge of Mad King tweets that seem govern both foreign and domestic affairs of late, that call went largely unnoticed. I was beginning to agonize over the general lack of agony when I heard a primal scream from the darkness – otherwise known as a Twitter DM
... Read more »The following report is provided free each week by McAlinden Research Partners exclusively to members of Hedge Connection. Today’s issue cluster focuses on Cryptocurrencies
... Read more »At Deal Ring last week, held during the Global Fund Forum, we saw five hedge fund managers pitch to a panel of allocators (Ringmasters), in the style of Shark Tank, before a live audience. Under the tutelage of James Rosebush, we witnessed presentations that were clear, cohesive, and persuasive
... Read more »We believe Shopify is a cash flow negative, share-minting business facing severe competition operating in the cyclical industry and having highly questionable revenue streams, all the while priced to an unattainable scenario of high margin market domination and perfect execution
... Read more »The following report is provided free each week by McAlinden Research Partners exclusively to members of Hedge Connection. Today’s issue cluster focuses on CRISPR
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