CHAPTER 2Working in the Gold Mine

New York, Spring 2005

WHEN I FIRST SAW JASON GOLD, HE WAS CARRYING HIS DRY cleaning into the office, a gleaming glass and steel money fortress on Fifth Avenue, right next door to Harry Winston’s New York flagship store. He made a good first impression: he seemed energetic, sharp, and youthful, with a ready smile. His dark eyes were alert and penetrating.

Jason was the founder of Aurarian Capital, a start-up hedge fund where I was trying to land a job. I was there for my first interview. After working for several years on Wall Street, I was ready for a new challenge. The ad for the position said the fund was focused on under-the-radar small-cap technology companies. I knew very little about technology—in fact, ...

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