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The Financial Pen

The Financial Pen, Strategist, Architect

I capture flashes of market insight before they fade and share them here. Expect weekly U.S./Asia stock ideas (with my positioning), idea follow-ups, and occasional thought experiments or hidden gems from investing legends.

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues39SubscribersRead thefinancialpen.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

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Authors

The writers behind this newsletter.

  • The Financial Pen

    I hunt for quality the market misprices, probe opportunities it misunderstands, and spotlight bets it overlooks.

  • Strategist

    We specialize in unearthing undervalued companies largely overlooked by mainstream analysts. Our focus is on finding true bargains: businesses with strong fundamentals, limited downside, and significant upside potential.

  • Architect

    Writing for The Small Cap Strategist

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