Financier, Investor writing about public businesses. Focused on public markets where the idea of private property and reign of law is absolute. May also include some financial history and economic topics.
Financier, value investor, believer in private property and rule of law. Interested in - European hidden champions - Simple, effective business models
Insights on banking, credit, and financial technology from an investor's perspective.
Wintergems is an independent investment blog focused on industry-level deep dives. I look for overlooked opportunities in complex sectors—whether it’s the the technical moats of 3D CAD software, global supply chains of aerospace defense.