The lead author is a friend of mine. The beautiful thing is that he got an...MBA from Stanford.
I’m consistently intrigued by his observations about the world. He doesn’t let his own background get in the way of questioning established wisdom. The fund he runs now is based on a belief that private equity is seriously flawed...which he discovered by working as an analyst for one of the top firms.
He hosts a fantastic weekly newsletter with a lot of quantitative insights - can discover his strategy and sign up here: