I am the former partner of a Tiger Cub and former Head of Research at a second multi-billion hedge fund. I now have a training business and this thread explains what I do and the free resources I make available.

There is a great lineup on Substack on Friday, including people like @patrickc, @Noahpinion, @DrPippaM and yours truly with @MarcRuby talking about Bill Ackman, Goldmans, podcasting and much more.

Of course, Tom didn't mention DeepSeek as we recorded 2 weeks ago but our conversation is well worth listening to, for the perspective from one of the top growth investors.

@TSOH_Investing Sure you enjoyed every minute.

‘Accidents waiting to happen’ in private credit, says Wellcome Trust via @financialtimes Something I have been writing about. reassuring to ee common sense prevails at a major allocator.

@TorrasLuis Thank you for highlighting!

@bizalmanac @Clay_Finck @Redeye_ @RobinSpeziale Thanks. Hoping to make it in your top 10!

@RabbiJacob16 Easy come, easy go. These funds are seriously big now

@marketplunger1 Lionel Barber’s bio of Masa Son. Out in the US in January with a different title from the UK’s “Gsmbling Man”. You will love it Brandon.

Brilliant annual link fest to outstanding investment resources. Thanks ⁦@StockJabber⁩ for including me

Trump, SoftBank CEO to Announce $100 Billion Investment in U.S. Masa to employ 1000s of dog walkers for new app and cleaners for new prop tech venture. Oops sorry that was last time. This time is different

@dsquareddigest Thanks Dan. Too kind.

EU births drop to new low as strains on younger generations mount via @FT This is storing up a massive problem for future generations. It might be sensible to consider incentivising people to have kids - that brings all sorts of problems too.

We need a thriving and competitive media in the U.K. it’s one of the few things we excel at. Mishal has been a star on the Today programme and on the news and sure she will be a massive asset to Bloomberg.

@marketplunger1 Hey @marketplunger1 Anthony Bolton was pointing this out in my podcast. I think the U.K. looks cheap but clearly there are issues. And Japan. And China if you can stomach the economic position and the political risk.