

Weekly Thoughts: Stealing the Sourdough
Here is something that caught our eye this week: Stealing the Sourdough Our approach to sharing information Back in our hedge funds days, it was important that the individual positions owned by our funds were held in the upmost secrecy. We could be the closests of friends with someone, but if they worked for a different fund, we simply would never talk about the details of investment positions. After all, sharing such information was tantamount to sharing the special sauce. Fast forward to today, when our world is more operational than investment oriented. Quite often we get inbound requests from people