Deep dives on stocks to help you understand them
A global long/short fund that writes about companies to help you better understand them.
In-depth analysis and thought-provoking insights covering the technology and consumer internet sectors from the lens of a public markets investor
Fundamental research focused on overlooked companies and special situations.
Technologists. Investors. Analysts. Uncover alpha with deep understanding of Product, Architecture, & Vision. Follow us on Twitter: @Convequity and seekingalpha.com/author/convequity
Sleep Well Portfolio of anti-fragile and time-tested businesses