Investing
Stolen ideas out from left field with an occasional original idea.
The number of free subscribers for Left’s Newsletter over time since it was added to the directory.
Partial to asset heavy industries, healthcare, and insurers. Trying to keep it simple, I think. Occasional ramblings.
Value investing and special situations driven by a behavioural edge in mispriced large caps and event-driven options. Unconstrained by industry convention. Comfortable diverging from consensus opinion.
Turning over the Rocks, writing some notes along the way >> to find discounted stocks of (potential) quality companies, or absurd-cheap stocks with high-dividend yields
I like enjoy learning about stocks - if you have thoughts, please comment or reach out at [email protected]