March 26, 2026 Friends, We are excited to share edited excerpts from our October 9, 2025 Ideas & Networking Conference fireside chat with Phil Colicchio, an expert on the restaurant and hospitality industry. Phil, along with his partner Trip Schneck, runs Colicchio Consulting, a firm that advises hotels, investors and real estate developers on high-profile,… Continue reading An Insider’s Take on the Restaurant Industry
February 5, 2026 Friends, We are excited to share edited excerpts from our October 9th Ideas & Networking Conference fireside chat with my longtime friend Sumit Agarwal, founder and CEO of Ario, a start-up focused on data enablement for consumer AI. Sumit was previously the co-founder of Shape Security, a cybersecurity company acquired by F5… Continue reading The Potential for Consumer AI
December 4th, 2025 Friends, We are excited to share the edited excerpts of our October 9th Ideas & Networking Conference fireside chat with Alok Agrawal, the founder of Bloom Tree Partners. Bloom Tree was a long/short hedge fund seeded by Tiger Management, reaching peak assets of $2 billion. Alok began his investment career at Bessemer… Continue reading The Bull Case for Software in the AI Era
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
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