I write about stocks and how insights from diverse disciplinesโhistory, mathematics, psychology, etc.โcan enhance fundamental equity research.
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stocks and posts from different disciplines. ๐Toronto, CA.
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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.
Curating top stock ideas from quarterly fund letters 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.