
I like 'when' not 'if' situations and I like situations where I can stack catalysts and measure supply. Deep fundamental research. Investing behind change, be it industry or idiosyncratic. Long and short. Global views, sector agnostic.
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 13 | Founded | 10 months ago | Last Issue | 4 months ago |
| Active | |||||

- Cairo Mezz plc (A Greek special situation & “Weird Shit” Idea)
- How to increase your surface area for luck (You should just do things)
- Global Spirits: Q2 Earnings Update (Great analysis of an industry...
Need to be more consistent with this, but here goes anyway!
- Gas Fired Intelligence
- Are commodities a hedge fund’s best friend
- My Updated Step-by-Step Guide to Outperformance
- Adobe ($ADBE) - Show...
I generally don’t go for ‘pure play’ tech stocks but here we have a company with a fortress balance sheet, gushing free-cash flow and is set to benefit from AI adoption. Despite this being a $130bn market cap company with a brand everyone i...
Hoping to be back posting on a semi-regular basis. Have a few ideas already in the pipeline but life gets in the way…
- The Best of the Legendary Value Investors Club
- Just Call Them ()
- Trainline PLC-TR...
- There Is a Risk More Terrifying Than an AI Bubble
- Understanding ROIC on Low Growth Businesses
- Oil Is Incredibly Cheap
- Market Wizards: 16 Conversations That Will Change How You Buy, Hold, and S...
Subscribers, engagement, traffic and sponsorship for The Tortoisehare.
| Subscribers | Engagement | 71 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
The writers behind this newsletter.
Everything is cyclical on a long-enough timeframe. Currently a portfolio manager at a large institutional. 5 years on the buy-side in a number of roles, from VC to market neutral hedge funds. All views my own.
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