Investor on a lifelong learning journey. Contrarian by nature, patient by design. Discover the books & ideas that fuel my growth.
Investor on a lifelong learning journey. Contrarian by nature, patient by design. Discover the books & ideas that fuel my growth.
A lateral-thinking approach to energy, finance, and geopolitics | Subscribe below for free previews of new articles | Click through to our About page for pricing and FAQ.
Fundamental research analysis on levered credit opportunities (high yield/distressed/special situations/levered equities)
Our firm hunts for asymmetric investment opportunities and shares our portfolio decisions weekly. Not investment advice.
Insights into overlooked listed companies. Perfect for investors chasing quality, undervalued stocks ignored by Wall Street