I research domestic deep value equities below net cash, net current asset value or net tangible assets.
My area of focus is here is deep value stocks below net current asset value (NCAV) or net tangible asset value (NTAV). I started investing in the mid 1990s. I'm an investor and long/short trader. I previously worked at a U.S. top 10 financial firm.
You'll receive accessible, deeply-researched strategic insights on major geopolitical trends affecting markets, economies, and emerging technologies.
Financial adventures of a โretiredโ millennial. Investment ideas with a macro overlay. Former institutional private equity investor.