Investing in unloved, overlooked or under-followed European companies
A contrarian and skeptic, I have a Minskyan view of the intrinsic instability of financial markets.
“It ain't what you don't know that gets you into trouble. It's what you know for sure that just ain't so”
A diary recording my ventures into the overlooked corners of the investment world.
Thoughts & Ideas on investing with a focus on global small, micro and nano caps and special situations.
Value Punks provides insightful deep dives on international equities, driven by rigorous bottom-up research.
Pivotal is a newsletter about data, investing, and startups. It has three underlying themes: the data explosion, markets in everything, and software eating the world.
Uncovering earnings manipulation and one-time benefits that Wall Street seldom talks about.