A newsletter about value investing! Mostly focus on smaller cap value net-nets in Japan. Not affiliated with any fund. If you find my writings actionable, a paid sub is appreciated.
Nothing I write is financial advice. Do your own due dilligence!
Every week, I share a writeup about a stock in my portfolio or on my watchlist that has the potential to appreciate rapidly over a <2-year horizon. Special emphasis on event-driven, reflexive, and microcap situations.
Posting individual North American stock pitches and alternative news.
"Truth is like poetry, and most people fucking hate poetry." - overheard in a DC bar