Niche equity research firm. We focus on Actionable Investment Research, Sectors & Themes and Shorts & Frauds, to find the best investment opportunities and the hypes to avoid, while sharing our data and tools in the process.
Actionable investment research. With this Substack, I share tools, templates, and investment research ideas for a global investor audience.
You'll receive accessible, deeply-researched strategic insights on major geopolitical trends affecting markets, economies, and emerging technologies.