Archives

Here’s a firecracker edition of the Fortnightly, featuring readings on investment industry developments and ideas, as well as plenty about angles of continuous improvement for professionals and organizations.

A new attribution approach, a foreboding forecast, and an unusual market analogy. Plus readings on taking a long view, diverse managers, company managers, short-selling and ESG, crypto hedge funds, down rounds in VC land, and more.

In addition to the title topics, there’s a look at a former high-flyer, plus readings on growth traps, value investing, bond trading, diversity, DDQs, investor relations, PE headhunters, ditching the audit messes, and “bull market rhymes.”

Every two weeks, there’s a quote, a chart, some postings to catch up on, and a bunch of interesting readings that you might not have seen. It’s the Fortnightly!

A new market environment has forced the reconsideration of some previously-held beliefs. A bit about that, but also the normal cornucopia of readings found in each edition of the Fortnightly.

From climate change to Bitcoin, from 529 plans to OCIOs, from Hetty Green to Putin, an interesting case study, and much more. Just a typical Fortnightly.

What is Jack Bogle’s legacy? How important is good communication for investment professionals? Plus, block trading, inflation expectations, RIA acquisitions, pension obligation bonds, Ned Johnson, Orville Wright (?), and a due diligence question (and a due diligence reminder).

Everything from direct lending to a new way to train advisors, from co-investing to block trading, and auditors, investor relations, greenwashing, and more. Plus, a Wall Street legend, a fool and his gold, and the amazing 60:40.

Culture, first principles, greenwashing, due diligence, intangible assets, laws of the internet, inspiration, and more. Plus some new resources and a look back at the BRICs.

The typically wide array of stories in this version of the Fortnightly includes great readings on venture capital, company analysis, allocator bureaucracies, emotion in organizational culture, and much more.

This issue covers elusive edges, short-selling, private equity, background checks, option market structure, and other investment topics. (Plus reality tunnels, nepotism, and moral calculations.)

Mark-to-market rounds, a better bang for the buck, corporate excess, and not one but two Simpsons. Just the typical range to be found in an edition of the Fortnightly.

There’s something for everyone in each edition of the Fortnightly. This one offers a good selection of readings, a summary of the recent quiz, an important chart, and a reminder of one business where there’s never a supply-chain issue.

It has been another wild year, and the investment markets got wilder too. Here’s the usual selection of good reads and interesting happenings, plus your chance to test your knowledge (and maybe win a subscription).

There are things to explore in every corner of the ecosystem. In this edition, everything from DAOs to ranches, private credit to ESG jargon, investment time horizons to the marketing of asset managers, and more.