Profile 8 min read

Lessons from Richard Brekka

Richard Brekka co-founded Second Alpha Partners to buy secondary stakes in mature technology companies, giving founders and early investors liquidity in private markets. His framework combines venture-capital experience, a defined investment methodology, and data-driven sourcing to uncover deals.
Profile 10 min read

Lessons from Robert Robotti

Bob Robotti, founder and CIO of Robotti & Company Advisors, practices bottom-up fundamental value investing through his “restoration of the fallen” thesis. He seeks deeply discounted businesses in neglected or cyclical industries and stresses patience with unpopular positions.
Profile 8 min read

Lessons from Samer Sarraf

Samer Sarraf, founding partner and COO of Amwal Capital Partners, approaches GCC public markets with a private-equity mindset. His perspective joins high-conviction portfolio construction and regional market structure with disciplined financial operations required at a MENA-focused investment firm.
Profile 8 min read

Lessons from Jenny Harrington

Jenny Harrington, CEO and portfolio manager at Gilman Hill Asset Management, oversees equity-income strategies centered on high-yield, dividend-paying stocks. Her framework examines how to build sustainable income, avoid dividend traps, and remain deliberate across changing market cycles.
Profile 9 min read

Lessons from Matthew Fine

Matthew Fine, a Third Avenue Management portfolio manager, specializes in deep-value equities and distressed debt. Following Martin Whitman’s approach, he buys “gray clouds” and sells “sunshine,” grounding contrarian opportunities in balance-sheet strength, financial-risk analysis, and discipline.
Profile 9 min read

Lessons from Jim Flynn

James R. Flynn, a political philosopher and intelligence researcher, documented the Flynn effect, the rise in global IQ scores. He argued that modern environments cultivate abstract cognitive habits, challenging innate explanations and exposing limits in standardized testing.
Profile 8 min read

Lessons from Django Davidson

Django Davidson, a founding partner and portfolio manager at Hosking Partners, applies the capital cycle framework to global equities, studying how supply and corporate spending shape long-term returns while tracking physical capacity instead of chasing demand.
Profile 8 min read

Lessons from Ezekiel Emanuel

Ezekiel Emanuel, an oncologist and bioethicist who helped shape the Affordable Care Act, examines how American healthcare functions and fails, asking whether the cultural pursuit of longer life can diminish the quality of our final years.

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