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.
Diversified, systematic, and quality at fair value. There is a sister publication: Rebounders - concentrated and deep research on beaten-down quality. Both are beating the SPY and QQQ.
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).