Qualitative equity research and concentrated investing.
Family man. Nonprofit professional. Qualitative analyst and concentrated investor.
The number of free subscribers for Sycamore Capital over time since it was added to the directory.
Our firm hunts for asymmetric investment opportunities and shares our portfolio decisions weekly. Not investment advice.
The #1 small-cap value newsletter for serious investorsโ25+ years of real-money research. Start free today to get early access to stock picks before they move and strategies you wonโt find anywhere else. Limited free accessโupgrade anytime.
A publication for investors and those looking for easy-to-read and in-depth stock analysis! We provide your weekly dose of investment ideas, analyses, and updates on some of the most exciting and best opportunities in the financial markets.
In-depth analysis of quality and disruptive tech stocks. Examples of multi-year investments include Nvidia, ASML, Amazon, Google and Shopify. We'll be researching similar names here, as well as the key topics in the tech sector.
New Economies is your regular newsletter that discovers the latest technology trends shaping our world.