September 11, 2025 Friends, I am excited to share this interview with Tal Tsfany, President & CEO of the Ayn Rand Institute and author of “Secrets of a Passionate Life: A Thinker’s Guide to Profound Happiness.” I first read Ayn Rand’s The Fountain Head and Atlas Shrugged in high school, with both books helping to… Continue reading Who is John Galt?
June 24, 2025 Friends, I am excited to share this interview with David Orr, General Partner of Militia Capital and the Militia Long/Short ETF (Nasdaq: ORR). A former professional poker player, David has generated incredible returns for his investment partnership and recently launched an ETF. He is also a prominent poster on Twitter: @orrdavid. After… Continue reading A Fresh Perspective on Long/Short Investing
April 10, 2025 Friends, I am excited to share this interview with Patrick Blumenthal, the Founder of Anomaly Fund. I got to know Patrick after the collapse of Silicon Valley Bank when he hosted me on his New Frontier podcast. I subsequently invested in his first Anomaly Fund and have enjoyed watching him invest in… Continue reading Frontier Tech Investing
February 4th, 2025 Friends, I am very excited to share the edited excerpts of my Ideas & Networking Conference fireside chat with Brian Bellinger, the Founder and CIO of Monimus Capital. Monimus is a long/short investment firm that has an opportunistic, value-oriented investment strategy and a distinct approach to short selling. Brian and I previously… Continue reading The Case for Short Selling
December 19, 2024 Friends, We are excited to share the edited excerpts of our Ideas & Networking Conference fireside chat with John Serafini, the CEO of HawkEye 360. HawkEye 360 operates a collection of low earth orbit satellites that track radio frequency data and deliver mapping and analytic capabilities to its customers. He is also… Continue reading The New Space Race & Defense Tech
October 24, 2024 Friends, We recently hosted our third annual Ideas & Networking Conference in New York City on September 19th. It was a fantastic day with great speakers and participants. I specifically want to thank our special guest speakers, Sol Bier of Factorial Funds, John Serafina of Hawkeye 360, Brian Bellinger of Monimus Capital,… Continue reading Self-Driving Cars, AI & Venture
June 20, 2024 Friends, I am excited to share this interview with Ken Traub, Managing Partner of Delta Value Advisors, a strategic consulting and investment advisory firm specializing in corporate governance and turnarounds. Ken has had a long and successful career both as a CEO and as a director of numerous public companies, including many… Continue reading Unlocking Activist Investing
March 27th, 2024 Friends, I am excited to share this interview with Nathan Benaich, the Founder & General Partner of Air Street Capital, a venture firm focused on AI-first tech and life science companies. Nathan was an early visionary in the AI space, having launched his Guide to AI newsletter in 2015 and then his… Continue reading The State of AI
January 25th, 2024 Friends, I am excited to share this “Fireside Chat” with Jeff Gramm, General Partner of Bandera Partners and author of “Dear Chairman: Boardroom Battles and the Rise of Shareholder Activism”, that took place at our second annual Ideas & Networking Conference in New York City on September 21st, 2023. I have known… Continue reading Value Investing’s Renaissance Man
