Investment
Fund Manager, Writer, Sort of Historian
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AI, Macro, Stocks & Memes. Helping investors navigate the evolving AI landscape and unlock long-term, high-growth investment opportunities by assessing industry cross-currents, innovation roadmaps and profit cycles.
Ironside Equity Research publishes 2-3 deep dives per month on individual stocks, as well as Idea Roundups, which gives quick-bite ideas on individual stocks from an industry veteran with 20 years investing experience.