A micro and small cap investment research newsletter for retail and professional investors interested in competitively advantaged, undervalued, publicly traded stocks.
My mission is to help investors find the best publicly traded smallcap and microcap companies in the world. Whether you invest in them or not is up to you.
A newsletter about value investing! Mostly focus on smaller cap value net-nets in Japan. Not affiliated with any fund. If you find my writings actionable, a paid sub is appreciated. Nothing I write is financial advice. Do your own due dilligence!
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).
Independent Investment Researcher & Investor. Differentiated reports, deep dives, trading ideas, charts and educational topics. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...