@DMTCapital writing about areas of structural change in markets
Thinking about areas of structural change in markets.
Value Punks provides insightful deep dives on international equities, driven by rigorous bottom-up research.
Analyzing companies and sharing big ideas in Music, Consumer, Tech and Experiences. Sharing my journey as an investor in Public and Private markets. Will talk about anything that satisfies my never-ending curiosity.
Research and conversations on overlooked Asian equities. Full research at AsianCenturyStocks.com.
Original insights and ideas on the key trends and challenges shaping our world: deglobalization, decarbonization, debt, and demographics.