1K+
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The Financial Pen

About the Substack

I capture flashes of market insight before they fade and share them here. Each month, I aim to publish two in-depth company or industry analyses, alongside a couple of pieces on the principles and frameworks that guide long-term investing

Free Subscription Benefits

  • Occasional equity deep dives and free introductory previews to the Insight Series curriculum.

Paid Subcription Benefits

  • A Dual-Track Workflow: 3 to 4 deep dives monthly, alternating between specific equity research and meta-investing frameworks.
  • The Insight Series: Full access to the "Living Book" curriculum on the psychology and cognitive science of variant perception.
  • Full Archive Access

Paid Subscription Plans

  • $100 a year
  • $10 a month

About The Financial Pen

I hunt for quality the market misprices, probe opportunities it misunderstands, and spotlight bets it overlooks.

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