
Writing about small cap value stocks until I find a job or this Substack pays the bills.
| Platform | Pricing | Freemium | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 431 | Founded | 2 years ago | Last Issue | 13 days ago |
| Active | |||||

In this era of high torque AI bottlenecks, where some people are doubling their money in a week buying calls on Korean memory chipmakers, it feels a little anticlimactic to find a US based aluminum roofing manufacturer that will likely 2.5x...
Hello and welcome back to my weekly technicals video.
Hello and welcome back to my weekly technicals video. It’s a little bit of macro commentary and an attempt to figure out where to deploy the marginal dollar of new funds.
I wasn’t planning on writing about a Costa Rican breast implant research lab, and yet, here we are. Healthcare is one of the worst performing sectors year to date; it’s due for some multi-year sector inflows, but I don’t want exposure to an...
Thank you for bearing with me as I have been publishing less due to moving. I should be back to a faster writing pace soon, we are mostly all unpacked and settled in. There were a lot of earnings calls worth mentioning these last two weeks,...
This past quarterly earnings call for Abacus Global Management (ABX) was a bit like being taken out for dinner and having a two pound lobster, but last year you were taken to the same restaurant and had a three pound lobster.
This past qua...
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The writers behind this newsletter.
Writing about small cap value stocks until I find a job or this Substack pays the bills.
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