Walter's Research Briefs

Walter's Research Briefs

By Walter KisslingBusinessInvesting
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Walter's Research Briefs episodes

  • Odds on Open: David Orr on why investing is 99% talent (summary)

    A breakdown of hedge fund manager David Orr's discussion on why outsized investing performance relies almost entirely on innate talent rather than pedigree. The episode explores his unconventional approach to backing outside managers, managing a 400% levered portfolio across 500 positions, and using AI-driven risk systems to monitor correlation.

    8 min
  • Infinite Loops: Spencer Greenberg on 106 Self-Help Books, 12 Levers (summary)
    A short summary of Infinite Loops Ep. 333, where Jim O'Shaughnessy talks with Spencer Greenberg about The 12 Levers. They cover which self-help techniques hold up to evidence, including exposure therapy, behavioral activation and exercise, where the law of attraction and best-seller pitches go wrong, memory as autocomplete, structured hiring interviews, replication and importance hacking, and mind-body pain.
    8 min
  • Grupo Purdy: From Toyota Distributor to Mobility Group

    A deep dive into Grupo Purdy, from its 1957 Toyota roots to today’s multi-brand mobility business. We cover the Quirós family’s control and Toyota Tsusho’s 25% stake, Purdy’s businesses and recent expansion, and what’s known about its finances, strategy, and board.

    20 min

About Walter's Research Briefs

From the publisher's feed

On-demand research audio for Walter — markets, health, and one-off topics. Episodic, not a daily show.