knowsball.sol

Dude just got profiled by the WSJ. Quite a story. Christian Lamarco, 31. Went to a small Christian college in Pennsylvania with no Wall Street recruiting pipeline. Once drove to Carnegie Mellon to compete against Ivy Leaguers in a stock-picking contest. Finished second. Won $100. Cold-emailed his research to hedge funds, landed a job at a Chicago long-short fund, then quit in 2019 with just a few months of savings to start Culper Research. Moved to NYC, working out of a Brooklyn apartment. His team? Just two analysts. They started investigating Nvidia last year, then gave up. They doubted three guys could uncover something Wall Street had missed about the world's most valuable company. Picked it back up in March. Interviewed former Nvidia employees, dug through corporate filings in Singapore and Malaysia, examined scrubbed code, even studied YouTube footage outside a Taiwanese noodle shop. May 13: After a sleepless night, a bagel and a cigarette, he published a 40-page short report flagging Nvidia’s China exposure and Jensen Huang’s relationship with Alice Huang. The next day, Nvidia hit an all-time high. Nobody cared. Six months later, the story blew up…