Thoughts on stocks and the economy
My background is in mid-office roles (analytics / risk) across banking: consumer credit, commercial real estate, and macro research. My family and I began investing together in mid-late 2021 and we still have a lot to learn.
Energy market research, Canadian REITs, Precious metal stocks.
A newsletter about value investing! Mostly focus on smaller cap value net-nets in Japan. Not affiliated with any fund. If you find my writings actionable, a paid sub is appreciated. Nothing I write is financial advice. Do your own due dilligence!
How I think about the energy markets, with a healthy dose of realism.
Investing letter focused on high-quality businesses and LatAm stocks.