Analyzing companies and sharing big ideas in Music, Consumer, Tech and Experiences. Sharing my journey as an investor in Public and Private markets. Will talk about anything that satisfies my never-ending curiosity.
PE & VC lead at Arqos Capital, a Venezuela-focused fund. Having fun and learning at Sleepwell Capital. Infinitely curious. Take your pleasures seriously.
The number of free subscribers for The Sleepwell Strategy over time since it was added to the directory.
Data-driven investment newsletter about software, internet, and media businesses.
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.
Valuation. Business analysis. Investing. Finance meets curiosity, creativity, and skepticism.
Fundamental research focused on overlooked companies and special situations.