A generalist exploring the building blocks of investing, technology and society. My goal is to write evergreen content to help you sleep better at night, spark your curiosity and understand big trends before the crowd does.
A deep dive equity research service from an experienced buyside analyst focused on achieving long-term investment success. Includes 100% portfolio transparency, including quarterly updates and the disclosure of ALL changes before they’re implemented.
Stock analysis by a stock analyst! We trade for a prop desk, our PA & share our market knowledge and ideas weekly. Please do your own due diligence and see our disclosures.
Expect sporadic write-ups on companies I follow, as well as broader market commentary and curated bi-weekly editions of Market Talk, where I share what I have enjoyed consuming.
Telling the story of how the stock market usually goes up. News, data, and insights informing longer term themes. For broadly diversified investors with long time horizons.
