For Lee Ainslie, founder of Maverick Capital, investing success hinges on three pillars: rigorous research, management quality, and the discipline to hold convictions while admitting mistakes. “We’re simply trying to understand the dynamics behind different stocks, identify those that we think are long-term winners and long-term losers,” he explains. This … Read More
Ken Griffin: Why AI Won’t Revolutionize Long-Term Investing
When Ken Griffin reflects on his earliest trading days—wiring a satellite dish onto his Harvard dorm roof—he says it was driven by “a background in software engineering, passion for mathematics, and a real interest in how to use those skills in the realm of finance.” That combination of curiosity, risk … Read More
Steve Cohen on Markets, Doubt, and Trusting Your Process
During his recent discussion with Jawad Mian at the 2025 Sohn Investment Conference in New York, Steve Cohen was asked, “Are we in a recession or not? Is this a bull market or a bear market?” His take is measured. “God, if you asked me that question a week ago, … Read More
Ken Griffin: Legendary Investors Know When They Have An Advantage
If you’re imagining that great investors are right 90% of the time, Ken Griffin has a reality check: “My best stock pickers… are right about 54% of the time in alpha terms.” And that’s not a fluke—it’s the brutal arithmetic of the market. “The market has a grading system, and … Read More