
I've spent 15 years as an analyst and portfolio manager investing in emerging market and international stocks. Now I write about interesting ideas, many of which I own in my portfolio.
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 26 | Founded | a year ago | Last Issue | a month ago |
| Active | |||||

Love him or hate him, Elon Musk is a genius in many dimensions. Not only did he catalyze the renaissance of the electric vehicle industry, he has revolutionized space travel. But a perhaps less recognized form of his genius is his mastery o...
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If you’ve ever looked carefully at the lens on a film camera, your smart phone or even your reading glasses, you might well have seen a small engraving of the name, Carl Zeiss. But who is this mysterious character Carl?
Sour...
This is not a company I would typically write up. It’s highly leveraged, highly complex and the core business is a low quality, price-taking commodity producer. However enough has changed to pique my interest that an inflection could be app...
A number of my non-professional investing friends have asked me the question, when should you sell? And so I wanted to write this article which will hopefully prove useful to a broad audience, including professional investors who make mista...
My apologies for not publishing for a while. I have been very busy with personal matters, not to mention the day to day market moves taking up plenty of time and attention!
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I wanted to write an update on Rightmove, the UK pr...
Subscribers, engagement, traffic and sponsorship for Cayucos Capital.
| Subscribers | Engagement | 70 | Monthly Web Visits | ||
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The writers behind this newsletter.
International equity investor with 15 years' experience managing institutional portfolios. Sharing some of my best ideas and interesting business stories I've collected over my career.
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