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Artwork for YWR: Your Weekend Reading

YWR: Your Weekend Reading

Erik, Edmund, CFA

Improve your investing returns by thinking differently.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues233SubscribersRead ywr.world

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

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On January 12th we all wanted to be Bayo Ogunlesi. That was the day BlackRock paid $12.5 billion for his Global Infrastructure Partners (GIP). The consideration was 25x recurring fee based earnings. And why did BlackRock decide they needed ...

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We are introducing a new multi-year investment theme.  Hopefully, it seems risky and makes you uncomfortable.

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YWR: Do you know what your PE Fund is up to?

We analyse 188 Private Equity and VC deals in Q1 2024 to see the hot deals and trends.

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YWR: Killer Charts

We highlight a few concerning charts on CTA and Hedge Fund positioning in the US, but then find two uncrowded opportunities.  China and the China of Europe.

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Authors

The writers behind this newsletter.

  • Erik

    Former Hedge Fund PM. Economics, stock market and financial structure nerd. Weekend MTB'er and wanna be Freeride skier.

  • Edmund, CFA

    CIO@Tiger Fund Management more

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