The Investment Ecosystem (old)

Please notice that there's now an "old" in the avatar. This account won't be updated going forward. Follow along at @Inv_Ecosystem for a more robust stream of tweets.

The latest Fortnightly is chock full of good reads. investmentecosystem.com/2023/02/27/man…

"Cliques and Claques in the Ecosystem" Reposting an earlier piece, now out from behind the paywall. investmentecosystem.com/2023/02/21/rep…

New subscriber "Four for Friday" posting: "Letters from the Ecosystem" investmentecosystem.com/2023/02/17/fou…

A new Fortnightly: "Causal Factor Investing, Created Value Attribution, and Numbers That Lie" investmentecosystem.com/2023/02/13/cau…

New subscriber posting: "Airbrushed Appearances and Underlying Realities." Due diligence means playing a different game than others. investmentecosystem.com/2023/02/11/air…

Back from a break, here's the first posting for paid subscribers: "The Pull of Reciprocity in Decision Making" investmentecosystem.com/2023/02/07/the…

New subscriber posting: "Essential Elements in External Networks" investmentecosystem.com/2022/12/11/ess…

The Fortnightly is out: "The Next Fracture, Structural Impediments, and Losing Track of Things." investmentecosystem.com/2022/12/05/the…

@valueterminal Did they take "How to Get Filthy Rich in Three Easy Steps"?

The Fortnightly is out: "Responsible Due Diligence and Careful Decision Making (Just Kidding)" investmentecosystem.com/2022/11/21/res…

The four postings about 𝘛𝘢𝘭𝘦𝘯𝘵, a great book from @tylercowen and @danielgross, are now combined into one posting which doesn't have a paywall. investmentecosystem.com/2022/11/17/rep… Important thoughts for people building investment teams and organizations.

New subscriber posting: "Creating and Sustaining Process Improvement" investmentecosystem.com/2022/11/13/cre…

a new VC ratings system (@nmasc_) a great quote about portfolio manager skill and the environment and some thoughts about "which way is up?" with Mondrians and markets

what to do about employees' underwater equity (@Aon_plc) social investing networks (paper) investment team turnover (@alexjsteger) ego versus price at META (@AswathDamodaran) capital gains distributions in a down year (@MorningstarInc) multi-strat funds (@RobinWigg) cont.>

This week's Fortnightly was released on Monday, which means it didn't include election results or crypto evaporations, just lots of good readings. investmentecosystem.com/2022/11/07/the… Topics and sources: the asset management industry (@Broadridge, @mckinsey, Casey Quirk @Deloitte) cont.>

New subscriber posting: "Benchmarking" investmentecosystem.com/2022/11/04/fou… With materials from @LaurenceBSiegel, @CFAResearchFndn, @awealthofcs, Richard Ennis, @bfinance, @rbcgamnews, and @GMOInsights.

New subscriber posting: "Lessons From a Pension Plan Soap Opera" investmentecosystem.com/2022/10/30/les…