Hi, it’s Nicolas from The Family. This Work in Progress edition discusses long/short allocation strategies and the possibility of modeling them after the idea of software eating the world.
This is an edition of my newsletter European Straits accessible only to paid subscribers. The goal of the Friday Reads is to furnish ammunition to investors and financiers that will let them dig deeper on whatever topics pique their interest. Today, I’m focusing on software eating the world and that being the potential basis for a long/short allocation strategy 👇