The Compound and Friends

Inside the Baddest Hedge Fund in America with Sam Koppelman and Nathaniel Horwitz

56 snips
Feb 13, 2026
Guest
Nathaniel Horwitz
Nathaniel Horwitz, CEO of Hunterbrook Media and Hunterbrook Capital, a biotech-trained company builder who now runs an investigative journalism-investing hybrid. He explains journalism as an edge in investing. They discuss investigative leads that uncover fraud and surprises, how media-driven research funds trades, Sable Offshore’s celebrity hype and regulatory risk, and spotting hidden revenue signals like Sphere’s box-office clues.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
INSIGHT

Media-First Model Funds Investigations

  • Hunterbrook monetizes investigative reporting via ads, a disclosed fund, and litigation referrals.
  • Sam Koppelman frames the model as a media-first company that funds journalism and uses fund profits to invest.
ANECDOTE

Exposing A Fake Acquisition Rumor

  • A fake outlet, ABC Money, spread a bogus Papa John's acquisition rumor that hit major outlets.
  • Hunterbrook exposed the scam, disclosed a short, and the stock fell after their report.
ADVICE

Build Credibility Through Radical Transparency

  • Be transparent about motives, methods, and conflicts to build credibility in investigative publishing.
  • Sam Koppelman says proving reliability requires publishing rigorous, repeatable reporting.
Get the Snipd Podcast app to discover more snips from this episode
Get the app