Equity research on undervalued global stocks and occasional essays on investing.
Buy side analyst. I write about undervalued global stocks with durable competitive advantages and occasional essays on investing.
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Research, interviews, analysis and news at the intersections of venture capital and climate tech innovation.
Discover large moat, market-leading companies through concise, high-conviction analysis – The stocks every investor should want to own!
Kroker Equity Research is dedicated to independent, fundamentals-driven stock analysis based on the principles of long-term value investing.
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.