Excelsior Capital
Investor on a lifelong learning journey. Contrarian by nature, patient by design. Discover the books & ideas that fuel my growth.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 37 | Founded | 2 years ago | Last Issue | 5 months ago |
| Active | |||||
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excelsiorcapital.substack.comLatest Issues
What Your Stock Screener Isn’t Telling You
I’m back!
This feels long overdue, but after moving across the pond and switching roles (I’m now at a family office), I finally have a bit of creative time again to keep writing here. To everyone who stayed subscribed:
Thank you fo...
What a Year in Substack Taught Me About Writing and Investing
It’s hard to believe it’s been a year since I started writing here. What began as a small experiment has turned into one of the most rewarding parts of my routine. Looking back, I’m a little surprised by how much I’ve learned, not just abou...
Curiosity Over Credentials: The Robert Hagstrom Story
Could a liberal arts degree and a reporting job really be the start of a Wall Street career?
Robert Hagstrom proves that it can. His path was never conventional. Instead of a straight line through finance classes and Wall Street internship...
Lessons from Letters: Berkshire Hathaway, 2010
I missed this year’s Berkshire Hathaway Annual Meeting, mostly because I didn’t plan ahead, knowing May would be a hectic month. But every May, I make a habit of revisiting Warren Buffett and Charlie Munger’s ideas, a personal tradition tha...
The Most Important Thing Isn’t What You Think It Is: Howard Marks
I’ve lost track of how many times I’ve referenced Howard Marks in my Substack essays. His insights have been tremendously valuable for me, particularly in uncertain markets where noise often overshadows reason (you know, that CNN headline “...
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Investor on a lifelong learning journey. Contrarian by nature, patient by design. Discover the books & ideas that fuel my growth.
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