Value investing and special situations driven by a behavioural edge in mispriced large caps and event-driven options. Unconstrained by industry convention. Comfortable diverging from consensus opinion.
Value investing and special situations.
Software engineer and private investor publishing independent research focused on global microcaps. Not investment advice. See legal disclaimer on my website.
I like enjoy learning about stocks - if you have thoughts, please comment or reach out at [email protected]
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