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.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 39 | Founded | 2 years ago | Last Issue | a year ago |
| Active | |||||
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polymathinvestor.comLatest Issues
Emerging Champions: Small-Cap Stocks with Hidden High-Growth Segments (And 7 Worth Watching)
A famous Thai Buddha statue, once hidden under plaster, revealed its true nature as solid gold after 200 years – a real-life example of hidden value finally coming to light.
In the mid-1950s, workers at a modest Bangkok temple made a start...
What Would Prove You Wrong? The Most Important Question In Investing
Polymath Investor. (2025). “The Scientific Method Meets Your Bull Thesis”.
Sometimes I like to begin these articles with a thought experiment. So, if you’re willing, indulge me for a moment.
Let’s imagine two investors initiating a positi...
Moury Construct SA (MOUR): A €213M Small-Cap With €116M Net Cash, and ~10% Revenue Growth — Trading at Just 3x LTM EV/EBITDA
Technical expertise, decades of reputation and client relationships: Exploring a rare European gem with the kind of value-for-money I haven’t seen in a long time
Dear Reader: This is the third investment write-up I publish here, and it’s a...
On Why Carrying a Notebook Might Make You a Better Investor
Polymath Investor. (2025). “Freenoting For Business Insight"
I have an old-fashioned belief that I only should expect to make money in things that I understand. I don’t mean understand what the product does. I mean understand what the ec...
Some Thoughts on GOOG: An 'Emperor Has No Clothes' Moment
Polymath Investor. (2025). “Google Search In Trouble"
I worked at Google from before the Global Financial Crisis until 2010.
I still regret not keeping those RSUs (or GSUs as they call them). It’s been a 10x since then.
Yet, on Wednesda...
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i write about stocks and how ideas from other fields improve investing. not investment advice.
Anchored in Safety. Built for Growth.
Safe Harbor Stocks, Full-Time Private Investor Co-Founder and Co-Author at Accredited Investor Insights
A lawyer turned investor, he improves the fortunes of the companies in which he has a financial interest. His book, ‘Fabric of Success, Golden Threads Running Through the Tapestry of Every Great Business’ captures the essence of a great investment.
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