flâneur

Issue 3 - Alignment: Four Lessons

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We use cookies to help maintain and improve our website and to analyze our traffic. We also share information about your use of our site with our analytics partners who may combine it with other information that you’ve provided to them or that they’ve collected from your use of their services. For more information about cookies and the processing of personal data, please see our Privacy Policy. Adam Shapiro Managing Partner, East Rock Capital ashapiro@eastrockcap.com Seth Stephens-Davidowitz Economist, NYT Bestselling Author and Data Science Advisor to East Rock Capital sstephens@eastrockcap.com On the occasion of East Rock Capital approaching its 15th year of operation, we initiated a series of writings on world-class performance, both inside and outside of investing. Changing the Game focuses on areas of competition in which an innovative strategy or subtle edge allows one competitor to separate itself from its peers. David Swensen disrupted endowment fund management as an early adop

CHANGING THE GAME ISSUE 3 — JANUARY 2022 Alignment: Four Lessons Changing the Game On the occasion of East Rock Capital approaching its 15th year of operation, we initiated a series of writings on world-class performance, both inside and outside of investing. Changing the Game focuses on areas of competition in which an innovative strategy or subtle edge allows one competitor to separate itself from its peers. David Swensen disrupted endowment fund management as an early adopter of private equity and hedge fund investing, which was a significant leap forward from the old stocks and…

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