Loading insights library...
Curated Multi-Media Intelligence
Institutional Insights Library
A curated library of professional podcasts, investment blogs, and primary source insights from sophisticated institutional managers.
InsightBLOGMay 25, 20261 min read
Catching up on pitches, portfolio, process + prompt
By scalpavelli
Primary Source Material
Published via substack_scalpavelli
Dear Reader,
I’ve been having a wild year between the chaos of the markets and the chaos of (maintaining) vibe-coded software. Since I’ve been light on updates this year, I thought it would be a good time to clear the air before my next pitch.
Process
I’m kind of rethinking everything as both an inv...
Join the Intelligence Network
Institutional Research
Straight to Your Inbox
Join institutional and professional investors receiving our weekly analysis of hedge fund letters, market trends, and high-conviction ideas.
Zero Spam • High Alpha • Unsubscribe Anytime