Colubeat Investment Desk

Colubeat Investment Desk

About the Substack

I go wherever the edge is. Moats, arbitrages, asymmetries, or just a business too unglamorous to make headlines. If nobody's talking about it, I'm probably already reading the filing.

Free Subscription Benefits

• Occasional public posts

Paid Subcription Benefits

• Subscriber-only posts and full archive
• Post comments and join the community
• Access to the theses interactive version

Paid Subscription Plans

• €5 a month
• €50 a year

About Colubeat Investment Desk

I start with a question or a curious fact about a company and go from there. Sometimes it’s the moat, other times it's a valuation asymmetry. I enjoy the research part and share my analysis here so people can use it to make decisions.