What this site is for

Approach

The writing here is deliberately plain. The point is not to sound institutional. The point is to make the thesis legible: what the market seems to believe, what I think it is getting wrong, and what evidence would prove me wrong instead.

Most notes are written as investor memos rather than news commentary. That keeps the archive useful. If a note cannot survive more than a few days of time passing, it probably was not much of an idea.

Disclaimer

Everything on this site reflects personal opinion only. Nothing here is investment advice, legal advice, tax advice, accounting advice, or a recommendation to buy, sell, or hold any security.

The material is published for educational and informational purposes. It may be incomplete, may contain mistakes, and may become stale quickly. Readers should do their own research and consult qualified professionals where appropriate.

I may hold positions in securities mentioned on the site. Those positions may change, increase, decrease, or be closed without notice. Publication of a note should not be interpreted as a real-time record of portfolio activity.

Contact

Reach out or follow for updates once you add a public contact link here. A plain email address or profile link is enough.