I'm a full-time private L/S investor. This substack started as a blog of unsophisticated musings but has gradually become more research heavy. I will try to keep it as actionable as possible going forward (other than updates).
I'm a full-time private investor, ex-L/S. I write about what I am doing in my investment portfolio.
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Paid subscribers get access to Jonah's investment portfolio spreadsheet which includes all positions (core holdings, non-core holdings, swing trades, shorts & hedges) plus daily activity in real time, lots of daily notes/commentary and plenty of charts.