Poolside prognostication on investments, lessons, and life
Former L/S equity fund manager, current active public market investor. Traveler and collector of experiences and cowboy boots.
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Essays, author updates, and other pieces to share what I'm learning, reading, and excited about.
Market analysis, idea generation and education from a generalist London-based portfolio manager. Subscribe for weekly outlook across asset classes along with exclusive access to a private Twitter feed where live market insights and trades unfold.
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