Posting individual North American stock pitches and alternative news.
"Truth is like poetry, and most people fucking hate poetry." - overheard in a DC bar
Sharing my best small and micro-cap ideas. Focus on inflections, and catalyst rich ideas.
The number of free subscribers for Everyone Hates Poetry Research over time since it was added to the directory.
Value investing blog focused on under-followed misunderstood companies, primarily small caps.
Fundamental research focused on overlooked companies and special situations.