Joel Cohen @joelmcohen
Member of the investment team at MIT Investment Management Co, writing especially for emerging managers + early career investors (https://t.co/opkgBmzwUj) emergingmanagers.org Boston area Joined June 2014-
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A surprisingly high-value use of AI: deepening how I engage with books. By uploading highlights, exploring takeaways, and testing arguments against outside sources, I can pressure-test ideas and translate them into practice. It’s turned reading into a two-way dialogue.
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Follow up: what is your favorite tool for interacting with your own and public data once you get an LLM/chat interface access to your all the materials you want for a company/industry of interest? E.g. Glean, Deep Research, NotebookLM, etc?
Follow up: what is your favorite tool for interacting with your own and public data once you get an LLM/chat interface access to your all the materials you want for a company/industry of interest? E.g. Glean, Deep Research, NotebookLM, etc?
What is the best way to bulk download all SEC filings and all earnings call transcripts for a given company to rapidly upload to an LLM for a public company I’m researching? CapIQ? Bamsec? Quartr? None seem to make it easy.
You pay a price for your distinctiveness, and it requires hard work to maintain it. Very wise words from the 2020 Bezos letter.
Some other criteria: has to be quality businesses, net cash, ideally world’s best capital allocator sits on top
Some other criteria: has to be quality businesses, net cash, ideally world’s best capital allocator sits on top
Asking for a friend: let me know if you have any 55,000 bagger ideas
Any students who will be in Omaha this year - feel free to join us at this event! I’m looking forward to meeting you
Any students who will be in Omaha this year - feel free to join us at this event! I’m looking forward to meeting you
18 year old up and coming tennis sensation Joao Fonseca recently said, after his first ATP title: “Of course I want to be No. 1, of course I want to win Slams, titles,” he added, “but my dream is just to play tennis, and I am living it.” That seems like a really healthy mix of…
Hardly anything more lovely than taking your kids to your childhood home. Watching them play in your play spaces, taking them to your favorite restaurants and parks, and enjoying time with their grandparents
Got out for a jog in the woods tonight. Dark and cold, sure, but felt good all the same.
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