I am an equity analyst, and believe successful investing is a marathon (not a sprint) and a never ending learning exercise.
I share some of my ideas and look forward to learning from other fellow investors!
I'm a full-time private L/S investor. This substack started as a blog of unsophisticated musings but has gradually become more research heavy. I will try to keep it as actionable as possible going forward (other than updates).
Value Punks provides insightful deep dives on global equities, driven by rigorous bottom-up research. The authors have 15+ years of experience working at leading asset managers across a diverse range of mandates (Japan, developing Asia, Latam, NA).
Insider Ideas' main focus is to publish about companies where there is good alignment of financial incentives between the insiders/management and ordinary investors. Such alignment tends to lead to better outcomes for shareholders.
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