Welcome to Boring and Beautiful Money. I find unexciting firms (boring) the market has ignored or forgotten, a precursor to undervaluation (beautiful). These firms generate predictable cash flows, buy back shares, and distribute dividends (money).
I am a finance geek with an undergraduate degree in economics and a graduate degree in finance from Harvard University.
AI, Macro, Stocks & Memes. Helping investors navigate the evolving AI landscape and unlock long-term, high-growth investment opportunities by assessing industry cross-currents, innovation roadmaps and profit cycles.
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