Something's Off
About the Substack
Something's always off. A security trading at the wrong price, a catalyst the market hasn't priced, a narrative that doesn't hold up to scrutiny. I write about finding it.
Free Subscription Benefits
- Real-time special sits and event-driven trade ideas with catalysts, timelines, and risk/reward frameworks
Paid Subcription Benefits
- Full deep dives with the models, forensic accounting, and variant views — the stuff I'd present to my IC
- Real-time special sits and event-driven trade ideas with catalysts, timelines, and risk/reward frameworks
- My Full Investment Framework
Paid Subscription Plans
About Something's Off
European & US Equities. Value & Special Situations. Ex-HF Analyst. +101% since inception | +23% YTD