Learning from economic and historical cycles for investing and adapting to the coming Eurasian Century
Biochemist, entrepreneur, finance (ghost)writer
Analyzing long-term cycles and narrowing on individual undervalued stocks riding the next decades-long trends
Subscribe for 30+ unique articles per year uncovering East Asian stocks. 12 yrs of professional experience in Japan, Korea, and Greater China equities.
Geopolitics and Bitcoin. Finding signal in a world increasingly filled with noise.
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A newsletter about value investing! Mostly focus on smaller cap value net-nets in Japan. Not affiliated with any fund. If you find my writings actionable, a paid sub is appreciated. Nothing I write is financial advice. Do your own due dilligence!
Tasting the recipes of the past and making things at home. Fun and strange stories. Legions of Pompey to steak with Coca Cola. Living in Estonia, cooking and old school gardening with child, husband and Beagle.