My personal Substack
Buy-Side International Small Cap Equity Analyst
Steadily compounding high-quality companies | Detailed analysis on ROI(I)C, reinvestment rate and sustained shareholder value creation
The LongView is a publication for professional/serious investors that covers special situations and inflecting microcaps with the potential to achieve right-tail returns.
Ex-professional investor helping other investors | All my own money is invested in the Portfolio