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Decisions Nobody Made
Dan Davies Introduces His New Book. Plus: Earnings Season!
Apr 19
•
Marc Rubinstein
and
Dan Davies
33
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Decisions Nobody Made
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Alpha Capture
The Art of Portfolio Construction
Apr 12
•
Marc Rubinstein
58
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Alpha Capture
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3
Escaping a Value Trap
European Banks Through the Eyes of Their Longest-Serving Analyst
Apr 5
•
Marc Rubinstein
177
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Escaping a Value Trap
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March 2024
Private Payments
Keeping the N in SWANC
Mar 22
•
Marc Rubinstein
38
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Private Payments
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The Last Challenger
Richard Branson vs. The Big Four
Mar 15
•
Marc Rubinstein
29
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The Last Challenger
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Big in Japan
The Rise and Fall and Rise of Nomura
Mar 8
•
Marc Rubinstein
29
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Big in Japan
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Tony Robbins’ Favorite Asset Class
Inside the “GP Stakes” Business
Mar 1
•
Marc Rubinstein
60
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Tony Robbins’ Favorite Asset Class
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February 2024
The Third Network
Capital One’s Pursuit of the Holy Grail
Feb 23
•
Marc Rubinstein
95
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The Third Network
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6
The Ackman Discount
Inside Bill Ackman’s Listed Hedge Fund Complex
Feb 16
•
Marc Rubinstein
95
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The Ackman Discount
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Funding Mr Bates
Litigation Finance: The Rise of an Asset Class
Feb 9
•
Marc Rubinstein
116
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Funding Mr Bates
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New York State of Mind
The State of US Regional Banks
Feb 2
•
Marc Rubinstein
45
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New York State of Mind
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January 2024
Debt Collectors
The Subsector at the End of the Value Chain
Jan 26
•
Marc Rubinstein
57
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Debt Collectors
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