Read & Listen

This is a weekly ‘Rollup’ of articles I’ve read & podcasts I’ve listened to throughout the week:

3 articles & 1 podcast

Was this email forwarded to you? Sign up here

READING:

I enjoy reading the Data Driven VC newsletter by Andre Retterath and thought this tool that they highlight was pretty cool for finding company competitors using Google Sheets.

The Kitces blog has a nice link to the 2023 Schwab RIA Benchmark Study which shows not only the top-performing firms but also some numbers on declines in AUM from 2022 by RIA AUM size.

I am excited to see SlamBall back. I remember watching SlamBall as a kid and have been excited to see it come back ever since I saw Roger Ehrenberg announce he was investing in it.

LISTENING:

Reply

or to participate.