Dave Newman

Dave Newman

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The Value of Virtue – Dave Newman

The Value of Virtue – Dave Newman

  • Is virtue a trait that gets too little attention and does it matter when investing or running a company?
  • Dave has some great thoughts this week including slowing liquidity, the high number of deals this past year, and public debt
The  Game – Dave Newman

The Game – Dave Newman

  • Another great piece from Dave Newman this week 
  • “…it is so important to understand the game that is being played, and about how much different it is than it was prior”
  • This is one of my favorite notes from Dave with some very thought-provoking sections 
  • Don’t miss it

 

Thoughts  from Dave Newman

Thoughts from Dave Newman

  • We have to take off “guest” now as Dave Newman will be a regular contributor to Hedge Fund Telemetry
  • Another great piece from Dave of what’s on his mind and what he’s been reading