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).
A personal and insightful take on the best quality businesses and interesting overlooked investments available in public stock markets both big and small.
A micro and small cap investment research newsletter for retail and professional investors interested in competitively advantaged, undervalued, publicly traded stocks.
