A substack on investing in overlooked stocks.
Student of Value investing. Here to share ideas and learn.
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