I like to write on investing. Focus on individual stocks, but will try to put some more general worldly wisdom in the articles as well. If you want something covered please contact me. Nothing on this blog is personal investing advice.
Weekly analysis of potential longs & total transparency into my long-only value portfolio.
In addition to written analysis, subscribers get access to my podcast.
A collaboration between Open Square Capital, an asset management firm with a thematic investment approach, and HFI Research, a market leading energy research service.
Fundamental research on energy, industrials and other problem children. Should not be taken as investment advice. Author may have position in stocks discussed. Do your own due diligence.
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