I have written here before about George Soros, Stanley Druckenmiller, and Paul Singer. They are some of the figures who shaped the hedge fund industry across decades, each with a distinctive philosophy and personality. I like studying people who have spent their lives in this business, because the craft is not just about returns.
Enjoyed all your writings. I am more in the camp of Hohn but admire Druckenmiller a great deal too. Your piece on reflexivity in the AI deal loop is very salient. Even though you write for yourself but I find them very educational. Hope you have more to pour out. Peace!
Enjoyed all your writings. I am more in the camp of Hohn but admire Druckenmiller a great deal too. Your piece on reflexivity in the AI deal loop is very salient. Even though you write for yourself but I find them very educational. Hope you have more to pour out. Peace!
Thanks legend!
Fantastic piece. I know you’ve said you write for yourself but you’ve really put out some valuable stuff!
Thanks legend, really appreciate it. Frankly, I am surprised I have ~550 subscribers now. Pretty cool!
Thanks, this was a delicious read, nothing beats reading about the force of one man's careee shaping better lives through investment returns