The Big Picture
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ATM: Valuation is an Exercise in Faith with Aswath Damodaran
ATM: Valuation is an exercise in faith with Aswath Damodaran. (October 9, 2024) Do you understand the difference between price
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Transcript: Vincent Aita of Cutter Capital
The transcript from this week’s, MiB: Vincent Aita of Cutter Capital on the DNA of Biotech Investing, is below. You can stream and
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UPDATE: New CA QSR Min Wage Study. A Victory Lap.
@TBPInvictus here: If you’re not aware of the brouhaha that was stirred about a year or so ago when CA Gov Gavin Newsom signed into
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10 Monday AM Reads
My back from vacay morning reads: • Pandemic Start-Ups Are Thriving, and Helping to Fuel the Economy: A record surge in new businesses has helped
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Bad Polling is a Behavioral Problem
One source of annoyance over the past year has been the blind media parroting of national and local polling. These are
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10 Sunday Reads
Hurricane Helene Shows How Broken the US Insurance System Is: Many homeowners in North Carolina won’t be insured against flooding or landslides
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Transcript: Kyla Scanlon
Transcript: The transcript from this week’s, MiB: Kyla Scanlon on Vibecessions & Gen Z, is below. You can stream and download our
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10 Weekend Reads
The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for our
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MiB: Vincent Aita of Cutter Capital on the DNA of Biotech Investing
This week, we speak with Vincent Aita, Founder and CIO of Cutter Capital Management. Prior to founding Cutter Capital in November 2022,
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Harvard Endowment Underperformance, part MMXXIV
I used to spill a lot of ink about how terrible the Harvard Endowment was, especially their heavy overweight in Hedge Funds. I
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