A curated newsletter focused on deep dives into overlooked small-cap value stocks. You'll also find case studies on top-performing value investors and updates on exclusive investor meetups in the Europe.
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I write deep-dive stock ideas, do detailed case studies on the best capital allocators alive today, and host in-person value investing events across Europe. Subscribe if that sounds like your kind of thing.
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My diary of investing and trading, my thoughts, my stock picking and analysis and experience as 24 years a professional investor. No tips, you decide what you buy and sell.
Investing in global stocks from all kinds of sectors with a focus on commodities, cyclicals and value.
Portfolio Management focused on Small caps & Macro | Subscribe to receive each Sunday, an investment thesis or macroeconomic article in your mailbox