Consumer/Culture/Commerce
HedgeFundGirlEqually Opportunistic Investing
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 21 | Founded | 4 years ago | Last Issue | 6 months ago |
| Active | |||||
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hedgefundgirl.substack.comLatest Issues
Notes on Black Friday 2025: Everything’s Gonna Be Alright… At Least Until 2026
I’ve been on a writing hiatus as I focus on content for Wall Street Beats, a financial media startup I am part of, which you can check out here or here. But the Black Friday mall crawl is a 20+ year tradition for me, and writing about it ha...
Notes on Black Friday 2024: La plus ça change…
Scenes From the Mall
I’m repeating this section almost word for word from last year, for context.
I spent last Friday – Black Friday – as I have pretty much every year for the last couple of decades: checking out the crowds and promo...
Back from Hibernation with Some Pre-Earnings Thoughts
First, an apology from me for going MIA. I’ve been working on something new… more on that below. Between my own investing, research consulting, my new venture, and trying to maintain some semblance of balance with parenting, dog herding, se...
Patience is a Virtue, So Always Keep a Shopping List
Picking the right stocks to invest in is usually only half the battle in generating good returns… the other big piece is buying the right stocks at the right price. I personally think it is nearly impossible to time the market consistently...
I'm Good Enough, I'm Smart Enough, and Doggone It People Like Me: Mag 7 Edition
So, Google (GOOGL) beat earnings again. And took a big tumble again. Just like last quarter.
As a reminder of what happened when Alphabet (parent of Google) reported Q3 earnings last October, here’s the snippet I had written to myself afte...
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Authors
The writers behind this newsletter.
Hedge fund veteran here to help you decipher business news, improve your investing skills, and generate ideas. I spent 20+ years as a professional buyside analyst and portfolio manager, now I invest on my own, consult, and write.
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