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The Fund: Ray Dalio, Bridgewater Associates, and the Unraveling of a Wall Street Legend
amazon.com
“principal engineers”: an elite squad of about a dozen technical wizards at the company who parachute into troubled projects to diagnose problems.
Brad Stone • Amazon Unbound
To fully unpeel what was happening in Westport required a shift in aperture, from the outside to deep inside. The answer could not have come readily to Ackman or Grant in part because they were consummate Wall Street insiders whose careers rested on the idea that hard-nosed analysis—effort and smarts, essentially—could lead to investment results.
Rob Copeland • The Fund: Ray Dalio, Bridgewater Associates, and the Unraveling of a Wall Street Legend
The structural barriers that protected information advantages have dissolved. Tiger Global's legendary research operation—once a differentiating force with hundreds of analysts producing proprietary market maps and competitive landscapes is over. Today, a solo GP with access to Deep Research can generate comparable analysis in hours, not months, an... See more
Lawrence Lundy-Bryan • data-driven VC is over
