Friday, June 24, 2016

Hedge Fund Links ~ 6/24/16

2016 hedge fund rising stars [Institutional Investor]

48% of hedge funds in the red year-to-date through May [ValueWalk]

In defense of hedge funds [Sizemore]

Compliance is a growing problem at hedge funds [Above the Law]

Time to trim your hedge funds exposure? [FT]

Steve Cohen's deputy quits to run boss's new fund [WSJ]

Fewer MBAs want to work for hedge funds [Bloomberg]

Women still struggle to break into hedge funds [Institutional Investor]

The hedge fund fee structure consumes 80% of alpha [FT]

Hedge fund managers work to stanch loss of investors [NYTimes]

Visium manager charged with insider trading found dead [NYTimes]

Wednesday, June 22, 2016

What We're Reading ~ 6/22/16

Ev Williams became a billionaire creating the open web, now he's betting against it [The Atlantic]

The perilous task of forecasting [WSJ]

On Uber's battle for China [FT]

Why LaCroix sparkling water is suddenly everywhere [Vox]

TV advertising's surprising strength and inevitable fall [Stratechery]

Can Netflix survive in the new world it created? [NYTimes]

The business of too much TV [Vulture]

It's 'terrifying' competing with Netflix and Amazon [CNBC]

Spending money to make money, a.k.a. stock based compensation [Chamath Palihapitiya]

All money is made at points of friction [Alex Danco]

An example of an investment checklist [Covenant Lite]

Ideas are not cheap [Daniel Tillett]

Valuation online class [NYU Stern]

Mary Meeker's 2016 internet trends report [Recode]

China Connect: key mobile market trends in China [Slideshare]

The state of digital media 2016 [Slideshare]

A look at the event ticket industry [The Ringer]

The future of agriculture [Economist]

Hot air millionaires: how Drybar became a $100 million business [BuzzFeed]

Simple financial advice for new grads [Morgan Housel]