I write about how insights from diverse disciplinesโhistory, mathematics, psychology, etc.โcan enhance fundamental equity research.
Your weekly dose of actionable quant insights and macro perspectives for building stronger, smarter portfolios.
Timeless wisdom and multidisciplinary insights to help you think better, invest smarter, and grow wiser.
I collect all the interesting analysis I find in hedge funds reports and newsletters.
Links to investment theses and summary of the most important news every week. Subscribe for free! Also deep dives about special situations and deep value companies.