I'm a full-time private L/S investor. This substack started as a blog of unsophisticated musings but has gradually become more research heavy. I will try to keep it as actionable as possible going forward (other than updates).
Helping you to find value where people are not looking.
Investing in Emerging Markets and Developed markets. Quality+Value+Growth flexible approach for higher returns.
A micro and small cap investment research newsletter for retail and professional investors interested in competitively advantaged, undervalued, publicly traded stocks.
