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Hallo

Today I start using Substack

I used to like Twitter but always felt very constrained by the 144 limit

This brought problems for the irony-challenged, who misunderstood a lot of what I was trying to say

This is a particular problem for me because I seem to be regarded as ‘on the left’ by people on the right, and' ‘on the right’ by people on the left

Apparently this makes me controversial, and therefore box office poison

Hello everyone!

Today marks my 2nd month in Substack.

I am a full-time portfolio manager managing a >$1 billion AUM long-only equity fund.

I started Outperforming the Market to help investors gain rare insights from the institutional investing world to make investing simple for everyone.

I publish an analysis article every Monday, Wednesday and Friday, so subscribe and follow along if you have not already done so!

Simple Investing.

How to brainwash your mind in next 7 days:

  1. Wake up and don't look at your phone for 1 hour.

  2. Drink 3 liters of water every day.

  3. Do your most important task in the morning.

  4. Exercise at least 1 hour per day.

  5. Replace social media with knowledge books.

You made it, you own it

You always own your intellectual property, mailing list, and subscriber payments. With full editorial control and no gatekeepers, you can do the work you most believe in.

Introducing A Year-Long AI Blockbuster Course

A student I’ve been mentoring just crushed it in their ML System Design interview at Meta and walked away with a stellar E5 offer:

Base: $230,000

Bonus: 15%

Sign-on: $80,000

RSUs: $875,000 over 4 years (quarterly vesting, no cliff)

He worked hard to go from stressed about ML System Design to owning the process. Proof that focused prep can lead to huge results!

For anyone grinding through ML interview prep: stick with it—it’s worth it. 💪

Great discussions

Join the most interesting and insightful discussions.

How to brainwash your mind in next 7 days:

  1. Wake up and don't look at your phone for 1 hour.

  2. Drink 3 litres of water every day.

  3. Do your most important task in the morning.

  4. Exercise at least 1 hour per day.

  5. Replace social media with knowledge books.