Sahil Khetpal

When I worked at a hedge fund, we would spend 100+ hours building complex valuation models. I always felt that was overrated and would build a simple crayon math model on the side. Excited to share TIKR's new Valuation Model Builder. Create a model in less than 60 seconds!

I had a job interview with Seth Klarman once. He only asked me one question. It was a brain teaser. Also, Jim Simons indirectly basically paid for my college education for which I'll always be grateful.

Phil Goldstein started Bulldog Investors at 47 with $700k and built it into a $450M+ fund over 30+ years by taking low-volatility, asymmetric bets. Bulldog delivered a +2% return in 2008, while the stock market declined by 37%. Let's dive into his investment strategy:

Broadcom is one of the most important tech companies you never think about. From iPhones to data centers to AI infrastructure, $AVGO powers it all. And it’s been a 150-bagger over the past 15 years, catapulting it to a $1.3T valuation. Let’s dive in!