I write about attractive opportunities in the market and occasionally other things. Follow along with my restaurant-focused investing field trips here. Not investing advice.
Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.
KAOBOY MUSINGS and its associated podcast KAOS THEORY focus on the intersection of Financial Markets, Macroeconomics and Geopolitics. I've spent 30+ years as a trader/hedge fund manager and now manage money for my family office across many asset classes.
Fund managers, writing about interesting companies and industries. We also share our TMM, flagging 30+ actionable event-driven and special situations - each week.
Research that translates equities, crypto, and macro into conviction-ready opportunities. Follow the unlevered Mispriced Assets portfolio.
Writing about small cap value stocks until I find a job or this Substack pays the bills.