Research that translates equities, crypto, and macro into conviction-ready opportunities. Follow the unlevered Mispriced Assets portfolio.
Writing about markets and building a SMID-cap fund. Unhedged views on stocks, economics, & crypto.
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The top weekly newsletter for institutional crypto. All things DeFi, blockchain, Web 3.0, crypto funds, and the future of money. With analysis of the macro trends and technological innovation as we build an open financial system for the world.
I research nano and micro-cap value stocks. Margin of safety over everything. Anything off the beaten path.
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.
Institutional-grade research on megatrends, value chains and world-class companies, helping you own equities you truly understand.
Tell us your raise. We'll tell you the 3 things to do today. LP Blueprint's a personal fundraising assistant for GPs: your site, your pipeline, and the LPs most likely to close. 211 firms have paid for LP Blueprint.