Deep forensic research on quality businesses, from the primary documents up. Skin in the game, always.
Equity Analyst & Founder of Bearstone. I identify wide-moat, high-FCF companies mispriced by short-term sentiment. My research focuses on deep-value rigor and capital preservation. Followed and recommended by Michael Burry.
The number of free subscribers for Bearstone over time since it was added to the directory.
Independent research on global equities and commodities. Aurelion Index 1-year return: +120%
Cassandra Unchained is now Dr. Michael Burryโs sole focus as he gives you a front row seat to his analytical efforts and projections for stocks, markets, and bubbles, often with an eye to history and its remarkably timeless patterns.
Best-in-class insights and analysis from THE NVIDIA WAY book author Tae Kim