A diary recording my ventures into the overlooked corners of the investment world.
I am Mihail, a market participant, reader, and writer. Helping adventurous investors find asymmetric Alfa ideas in obscure market niches by cutting the noise from the signal | Ask me about shipping, mining, energy, and banking
I write about how insights from diverse disciplinesโhistory, mathematics, psychology, etc.โcan enhance fundamental equity research.
A dissident's guide to modern urban progressive life through sarcasm, memes, and data.