
Friends Reunion 2 – Five Allocators Riff on Investing with Meredith Jenkins, Casey Whalen, Brett Barth, Jon Harris, and Ted Seides (Capital Allocators, EP.271)
Capital Allocators – Inside the Institutional Investment Industry
Investment Evaluation and Reflection on Loss
This chapter explores the critical evaluation of private equity and hedge fund investments, emphasizing the need to reassess the original investment thesis in light of market changes. It blends personal anecdotes, reflections on recent losses, and a tribute to a community member, underscoring a commitment to ongoing learning in the investment field.
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