Markets. Sentiment. What comes next.
Markets. Sentiment. What comes next. Former Antarctic Circle Capital
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I write about investing and cheap, high potential stocks with a bias towards cash generation, value and acquisitive business models.
Writing about small cap value stocks until I find a job or this Substack pays the bills.
Capital-light businesses and special situations. Independence, curiosity, and critical thinking are cornerstone values. Unconstrained by convention; comfortable diverging from the consensus.
Your go-to source for deep value investing done right. If you like your stocks cheap, youโll fit right in.