Qualitative equity research and concentrated investing.
Family man. Nonprofit professional. 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.
25+ years of relentless study and practice in perfecting small-cap value investing has led to this: the most profitable stock picks in a portfolio designed for high returns with low risk. I invest my own money in my ideas.
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.