Investment fund deep dives | Profiling Great Businesses
Formerly in equity research and hedge fund.
Restructuring, Public and Private Investing, and Niche Finance Topics Note from Private Equity Investor at Mega-Fund
In-depth analysis of quality and disruptive tech stocks. Examples of successful multi-year investments include Nvidia, ASML, Amazon, Google and Shopify. I'll be researching similar names here, as well as the key topics in the tech sector.
Flyover Stocks is an investing newsletter that focuses on finding quality businesses with economic moats, led by talented stewards of shareholder capital. We will also discuss investing philosophy, strategy, portfolio management, and behavior.