Focus on high-quality, undiscovered small and mid cap opportunities across the globe using a long-only value strategy.
I am undergraduate student studying finance, math, and computer science at the Stern School of Business. At Stern, I manage a portion of the Stern endowment using a long-only fundamental strategy strongly grounded in Buffett's ideals.
Curating top stock ideas from quarterly fund letters and newsletters
Daily tropical newsletter and updates from WPLG-TV Miami Hurricane Specialist and Storm Surge Expert Michael Lowry
Detailed write-ups and updates on 70+ public companies that have high returns on incremental capital & long runway for reinvestment, i.e. "Good Businesses"