Independent equity research, focusing on high conviction long-term trade ideas and other compelling opportunities.
I try to buy (and ideally hold) well-managed businesses with unique, in-demand products or services, high margins, high insider involvement, and attractive match-ups against competition. Generalist, but I like software, financials, and industrials.
The number of free subscribers for Welfare Capital Research over time since it was added to the directory.
Global insights on commodities, equities, and macro trends from an industry veteran.
Travel enthusiast by day, stock blogger by night. Going deep into the travel sector.
We hunts for asymmetric investment opportunities and share our portfolio decisions weekly. These are personal opinions only - not investment advice.