Notes From The Beauty Contest
About the Substack
NFTBC is a new investment blog that views current market dynamics through Keynes' newspaper beauty contest analogy. At NFTBC we will share deep dives on stocks, emphasizing a philosophy of "faithfulness" rather than trying to play the game.
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- Previews & occasional public posts
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- Long-form equity research in the unique NFTBC style
- Updates on covered names, occasional short-form notes + the full archive
- The NFTBC Digest
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About Crashkolnikov