High-conviction stock research from a media executive with a +3,400% track record (2016-2024). Institutional-grade analysis of US media stocks, value investing, and market trends.
Ex-Media Exec & Wall St. alum. Achieved a +3,400% return (2016-24) applying private equity rigour to public markets. I write Accrued Interest, a research letter for serious investors.
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News at the intersection of Artificial Intelligence, technology and business including Op-Eds, research summaries, guest contributions and valuable info about A.I. startups.
Common-sense investor. Small/Mid Cap & Special Situations expert. Inside my Private Dashboard: every buy/sell, full research, live Special Situations & a portfolio beautifully compounding +35% over 5Y. Follow to stay ahead, support my work & sleep well :)
The best writing on entertainment strategy including a weekly "Streaming Ratings Report", unpacking what shows and films are winning the streaming wars.
Beating the SPY and QQQ on the side as an engineer. I share lots of investment ideas and tools. If you are busy with life and work like me, but would like to achieve reasonable returns, this is the place to be. Join today!
Unlock exclusive real-time stock ideas and full access to my high-conviction portfolio thatโs consistently outperformed the market for over a decade (+31% in 2025; +53% in 2024; 30% annualized since 2012).