I love investing, this is my little personal diary.
Physics graduate, financial modelling, value investing zoomer, bisexual icon. Adding nothing of value here, just a way for me to diary my opinions and positions. Read if you please.
I'm a full-time private L/S investor. This substack started as a blog of unsophisticated musings but has gradually become more research heavy. I will try to keep it as actionable as possible going forward (other than updates).
Investing in Emerging Markets and European small caps. value investing but growth companies are welcomed if cheap.
A personal and insightful take on the best quality businesses and interesting overlooked investments available in public stock markets both big and small.
A micro and small cap investment research newsletter for retail and professional investors interested in competitively advantaged, undervalued, publicly traded stocks.