Fund managers, writing about interesting companies and industries. We also share our TMM, flagging 30+ actionable event-driven and special situations - each week.
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Investment research into growth opportunities. Company deep dives every second Thursday. Weekly podcast episodes on Tuesdays. Watchlist stocks every Friday.
reminiscence no trades, Alpha in Notes. Enjoy interactions over perfections. Will always reply transparently. Use notes to interact with stock idea. Notes is more timely. Notes is like Twitter without bots, promoters and Elon. Do your due diligence.
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Detailed write-ups and updates on 70+ public companies that have high returns on incremental capital & long runway for reinvestment, i.e. "Good Businesses"