Earlier this quarter Stanford released its 2026 Search Fund Study. It's the closest thing the search fund world has to a census; it covers 862 funds, success rates, and key performance metrics...
The debate about AI has gone tribal, and I don't think that serves anyone who actually manages money. On one side you've got the optimists, convinced AI will remake the economy (and take a lot of...
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An electric economy, a decade early Nobody would call Chengdu a quiet city. When you have twenty-one million people, scooter horns, hotpot exhaust fans, and construction at all hours, you get a...
An electric economy, a decade early Nobody would call Chengdu a quiet city. When you have twenty-one million people, scooter horns, hotpot exhaust fans, and construction at all hours, you get a...
Jong recently traveled to the UK with his family over Easter. And because he can never stop thinking about investing, below he describes how a trip that started out as a soccer fan’s pilgrimage to...
