Undervalued and undercovered

I write about stocks and how insights from diverse disciplines—history, mathematics, psychology, etc.—can enhance fundamental equity research. Join 3,000+ investors getting interdisciplinary insights weekly.

Assessing businesses for investment

Equity research on undervalued global stocks and occasional essays on investing.

A diary recording my ventures into the overlooked corners of the investment world.

Portfolio Management focused on Small caps & Macro | Subscribe to receive each Sunday, an investment thesis or macroeconomic article in your mailbox

Equity Investing: What's Hot & What's Not