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Fidelity profits up 50% in 2 years
Boston giant reports strong 2025 results
Mar 2
•
Rupak Ghose
18
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Commodities hedge funds and geopolitics
The oil trade, hedge funds in physical commodities, Jain, Point72 and the UAE office
Feb 28
•
Rupak Ghose
27
1
4
Next steps - adding a paid tier
More content, access to growing library, expert network style calls
Feb 27
•
Rupak Ghose
40
6
5
Is the Citrini effect a bigger threat to sell side research than AI
Market moving blog post on disruption from AI
Feb 24
•
Rupak Ghose
93
17
13
VCs and Hedge Funds in the SaaSpocalypse
Sequoia's losses on Klarna build while hedge funds short SaaS
Feb 21
•
Rupak Ghose
45
8
2
Jain Global: Getting past the J-curve
GIC redemption, ADIA relationship and the scaling game
Feb 15
•
Rupak Ghose
41
1
4
How the Merrill Lynch deal made Bloomberg
Lessons from Bloomberg-Merrill Lynch in an Anthropic era
Feb 9
•
Rupak Ghose
38
6
5
The Rise and Fall of Fundsmith
UK's largest retail fund underperforms for 5 years
Feb 4
•
Rupak Ghose
28
8
3
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Rupak's Substack
Hedge funds, trading firms, financial market structure and fintech
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