Sanjay's Substack

I make bets on disruptive ideas, technology, and people. Subscribe to learn with me.

Financial education, macro insights & actionable investment ideas. From the desk of a former Head of $20 bn Investment Portfolio straight to your inbox.

i occasionally write about what i've been learning, at founders fund and personally. you can also find me on twitter: https://twitter.com/absoluttig

An ex-activist investor who writes about corporate governance, the power & friction of incentives, strategy, interpersonal board dynamics, activist fights, and other random topics.

Curated financial news, analysis and commentary with an emphasis on distressed investing, restructuring and bankruptcy.