Capital-light businesses and special situations. Independence, curiosity, and critical thinking are cornerstone values. Unconstrained by convention; comfortable diverging from the consensus.
Value investing and special situations.
Searching every public company on Earth, A-Z. Currently: Singapore, 528 stocks. Buying a few per year. Writeups + the walk on substack.
I like enjoy learning about stocks - if you have thoughts, please comment or reach out at [email protected]
Antarctic Circle Capital: Monthly deep dives into unique small-cap stocks, offering undervalued, deep value, and special situation picks. Get actionable insights, continuous updates, and early access to content.