Thoughts on stocks and the economy
My background is in business analytics/risk across banking: consumer credit card, commercial real estate credit, and macro research. I also led marketing analytics at a publicly-traded consumer ecommerce company for a little over a year.
The number of free subscribers for Scalper's Lounge over time since it was added to the directory.
Deep-dives, primers, and commentary on current events in healthcare & life sciences
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.