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.
The number of free subscribers for Mispriced Assets over time since it was added to the directory.
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 market intelligence on megatrends and world-class companies. Learn to own equities you truly understand.
$61.75M+ raised under direct advisory. 15,635 hours of manual research replaced in 28 days. 65-analyst equivalent output for $199/month. We're replacing legacy IR with live intelligence for the people who actually move money.