Buy-Side Insights Newsletter

Buy-Side Insights — October 20, 2025

New Episode: Former Fidelity PM's bet on Chocolate ● Meta’s next move ● Doing the math on NVDA–OpenAI ● Distributed power ● Cocoa prices drop 50% ● Job board ● AlphaSense hits $500M ARR

Episode 14. From Fidelity to Entrepreneur: Kasen's Buffett-Inspired Bet on Chocolate

New podcast episode starring Jonathan Kasen, Founder & Owner of Hilliard's Chocolates.

Buy-Side Insights No. 19

Two new opportunities for emerging managers ● Eisler closes, Riptide Advisors launching next ● Investor survey indicates AI equities are in the 4th inning ● When NVIDIA becomes the lender ● The IPO market is hot ● The rise of the hedge fund agent ● Why would a fund hire a PM after a big loss? ● Zoom: more than meetings ● Resilience lesson from A-Rod

$FAST–Why 40x P/E May Not Hold

Buy-Side Insights No. 18

Job board update ● Signals from the AI frontier ● When sell-side analyst ratings miss the mark ● Lessons from Ken Griffin's fireside chat ● Closing a >$1 billion commodity book to teach history ● Why we started

Buy-Side Insights No. 17

The shrinking holding period ● The American capitalism machine at work ● NVDA post quarter ● Ken Griffin’s next chapter? ● Fed cut positioning ● Gas and the U.S. consumer ● Multi-strats in commodities ● The three-point lesson from Steph Curry

#PTPM: Buy-Side Insights No. 16

AI Super Cycle Webinar Drop ● Westport Alpha Insurance Brokerage Roll-up ● Bad Short, Good Long ● POWER of ASKING ● How to Build IR Relationships ● 3 Things to be a Buy-Side Analyst ● Mount Katahdin

Buy-Side Insights No. 15

AI Super Cycle Webinar Drop ● Westport Alpha Insurance Brokerage Roll-up ● $VSTS Post Mortem ● Job Board Update ● Top 10 Books to Read ● 1 Million Views

Buy-Side Insights No. 14

● $VSTS Podcast Drop ● VSTS Earnings Preview Checklist ● Variant View Investment Checklist Explained ● $TUSK Valuation Chart

No. 13

EP 7 $TUSK – Buffett Punchcard pick ● Updates to the Job Board ● Commentary on recent hedge fund moves ● 8 PM biases to avoid ● EP 8 $VSTS - Earnings Process

Buy-Side Insights No. 12

● TUSK CFO Episode Drop — My First "Buffett Punchcard" ● My Professional Investment Journey ● Job Board ● What is Alpha? ● Top 10 Learnings from Steve Cohen's Interview

Buy-Side Insights No. 11

● Reasons I didn’t short $PLTR ● Why you always feel 10-20% underpaid ● Top 10 unfiltered quotes from my career ● Hydra Host on-demand webinar with the “GPU Whisperer” Aaron Ginn