Profile 9 min read

Lessons from Jan Hummel

Jan Hummel founded Paradigm Capital and applies strict value-investing principles to Northern European small- and mid-cap companies. Deep fundamental research and low-leverage balance sheets anchor his approach to capital allocation, risk management, and the temperament public markets demand.
Profile 9 min read

Lessons from James Bessen

James Bessen, an economist at Boston University, studies how innovation reshapes labor markets. His work asks how automation can create jobs through elastic demand and why proprietary software, rather than genuine efficiency, increasingly underpins corporate dominance.
Profile 9 min read

Lessons from Jonathan Knee

Jonathan Knee, a Columbia Business School professor and former investment banker, studies why ambitious strategies fail across major industries. His work tests competitive advantage and capital allocation against structural reality, exposing how heavily hyped business models lose money.
Profile 5 min read

Lessons from Anu Bradford

Anu Bradford is the legal scholar behind the “Brussels Effect,” which explains how the European Union’s consumer market sets global standards. Her work frames regulation as international power amid competing American, Chinese, and European models of technology governance.
Profile 9 min read

Lessons from Phil Ruvinsky

Phil Ruvinsky leads BlackRock’s US Growth Team, managing large- and mid-cap equity portfolios. He searches for durable competitive advantages and high returns on invested capital, using those qualities to evaluate growth stocks, construct portfolios, and navigate market shifts.
Profile 10 min read

Lessons from Kent Daniel

Kent Daniel, a professor at Columbia Business School and former co-CIO of quantitative strategies at Goldman Sachs, studies how investor overconfidence creates market inefficiencies. His research connects asset pricing and factor investing to momentum crashes and risk management.
Profile 9 min read

Lessons from Kristin Gilbertson

Kristin Gilbertson, Access Industries’ CIO and former University of Pennsylvania endowment CIO, treats liquidity as discipline. Her cash and Treasury reserves during the financial crisis illuminate asset allocation, manager selection, and the transition from endowment to family office.
Profile 7 min read

Lessons from Amit Wadhwaney

Amit Wadhwaney co-founded Moerus Capital Management after two decades at Third Avenue Management. His deep-value discipline privileges balance-sheet strength and corporate survival over macroeconomic guesswork, focusing on hard-asset valuation and out-of-favor companies across international markets.

Choose your reading rhythm.

Start with a weekly briefing, add daily notes, or hear only when a durable essay or research update is ready.
You've successfully subscribed to Antoine Buteau
You've successfully subscribed to Antoine Buteau
Welcome back! You've successfully signed in.
Press ESC to close.