Angel Muffin Capital’s Substack

Bison Interests

Compounding Quality

Ex-professional investor helping other investors | All my own money is invested in the Portfolio

Investment Talk

Essays about the stock market, finance, and human behaviour.

Invariant

Valuation. Business analysis. Investing. Finance meets curiosity, creativity, and skepticism.

Fallacy Alarm

Blending single stock, macro and thematic research into powerful bull and bear cases.