“It is easy in the world to live after the world’s opinion; it is easy in solitude to live after your own; but the great man is he who, in the midst of the world, keeps with perfect sweetness the independence of solitude.” - Ralph Waldo Emerson

What can you expect?

I plan to share long-form posts on high conviction situations that are meant to serve as a primer for my readers. I do not commit to a publishing schedule as it is impossible for me to foresee when I will come across an idea worth sharing, that I am able to share without causing conflicts with my 9-5.

My goal is to provide the reader with sufficient information to peak their interest, not to publish a research product. There will be parts of my research, arguably some of the most interesting ones, I will not disclose. I think it is important for analysts to do key aspects of the work themselves to develop conviction, identify broken theses etc.


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Thoughts on businesses and companies, no investment advice.

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Not your garden variety business turtle.