Justin Verlander says goodbye to his teammates And then holds his daughter’s hand as he leaves the mound 🥹

Head Modeling Instructor — Fundamental Edge Fundamental Edge is seeking an experienced buyside investor and educator to help build and lead Modeling Academy, a practical financial modeling program for early-career equity analysts and professionals transitioning from MBA programs, sell-side research, and investment banking. The program will teach analysts to build, update, and use institutional-grade financial models quickly and effectively. Students will learn the underlying modeling logic, develop sound forecasting judgment, and build repeatable workflows they can apply across sectors. Instruction will combine hands-on model building, real company case studies, and practical applications of AI modeling tools. The role You will help shape the curriculum and serve as a lead instructor, with responsibilities including: - Developing and recording lessons, model demonstrations, and practical exercises. - Teaching core modeling principles, sector-specific considerations, and the connection between operating assumptions, financial forecasts, and investment decisions. - Integrating AI tools into modeling workflows while teaching students to evaluate and validate the output. - Helping source, interview, and prepare guest speakers. - Hosting monthly office hours to answer questions and work through modeling challenges. - Collaborating with the Fundamental Edge team on program production and selected marketing activities. Required experience - Institutional experience building and updating public-equity financial models at a fundamental buyside investment firm. - Experience teaching, training, or coaching students or investment professionals. - Practical experience applying AI tools to financial modeling. - The ability to explain complex concepts clearly and translate investing experience into structured, actionable instruction. - Capacity to develop and record a rigorous curriculum on a defined production schedule. Preferred experience - Modeling public equities across multiple sectors and business models. - Creating courses, internal training programs, or other educational materials. - Helping analysts transition from academic, sell-side, or investment banking models to models designed for buyside investment decisions. - Flexible on location Compensation and structure This is a contract role with revenue-share compensation. - Revenue share from all open-enrollment participants in Modeling Academy. - Potential for additional earnings through custom enterprise training engagements. Timeline Fundamental Edge is targeting a Q4 2026 launch. DM us with your interest and we will provide next steps.

Pete Alonso wears shirt shading David Stearns for 'f-king formulas' - then homers twice trib.al/yGasHi7

I loved this interview with @PitchThePM and Chandler Bocklage (former PM at Point72 that sat directly next to Steve for a decade and current Head of Business Development at Point72 in charge of hiring analysts and PMs)... “Usually, you have to be narrower to try to get deeper. But [Ai] might actually allow people to be as deep but broaden out, which means that you can have a wider universe of potential alphas. It’s pretty exciting.” “Everything can’t be a two-year idea based on compounded earnings growth…Those are great ideas and the thing you can anchor your book on, but you have to have other things that might work in the intervening two years. Very few places are only looking at the P&L over a two-year block.” “You can’t have the same type of ideas…you have to have different themes, different durations, different catalysts…” “To be a long-term successful PM, you can’t be a one-trick pony.” "Alpha decay is compressing. There are more and more people chasing the same alphas.” “Can you teach what you do and what makes you special to somebody else and are you willing to teach what makes you special to somebody else? There are a lot of people that aren’t.” “When a war breaks out, things change, and the PM might have to think about that a little more holistically than the individual analyst.” Thoughts @pmje73, @DanielSLoeb1, @davidein? 🙏💙 (Not investment advice).

There is a seismic culture shift for the Orioles. There would be for anyone who had Pete Alonso in their clubhouse.

People who drank more coffee had less body fat, less visceral fat, and more lean mass than less-frequent or non-drinkers. The biggest benefit was seen at 5 or more cups per day. And for men, every extra cup per day was associated with a ~10 ng/dL higher total testosterone. Higher coffee intake was also associated with better glucose and insulin regulation in men. This was an observational study, but mechanistic and experimental evidence actually supports coffee's benefits on metabolic and hormonal health. I'm willing to believe there's a real link here rather than draw a conclusion such as "coffee drinkers live healthier lives in general."

I loved this interview with @PitchThePM and Chandler Bocklage (former PM at Point72 that sat directly next to Steve for a decade and current Head of Business Development at Point72 in charge of hiring analysts and PMs)... “Usually, you have to be narrower to try to get deeper. But [Ai] might actually allow people to be as deep but broaden out, which means that you can have a wider universe of potential alphas. It’s pretty exciting.” “Everything can’t be a two-year idea based on compounded earnings growth…Those are great ideas and the thing you can anchor your book on, but you have to have other things that might work in the intervening two years. Very few places are only looking at the P&L over a two-year block.” “You can’t have the same type of ideas…you have to have different themes, different durations, different catalysts…” “To be a long-term successful PM, you can’t be a one-trick pony.” "Alpha decay is compressing. There are more and more people chasing the same alphas.” “Can you teach what you do and what makes you special to somebody else and are you willing to teach what makes you special to somebody else? There are a lot of people that aren’t.” “When a war breaks out, things change, and the PM might have to think about that a little more holistically than the individual analyst.” Thoughts @pmje73, @DanielSLoeb1, @davidein? 🙏💙 (Not investment advice).