Mr Market Miscalculates

Uncovering earnings manipulation and one-time benefits that Wall Street seldom talks about.

Value Situations in Public Equities

Global equities deep dive by former buysiders, covering Japan, Asia, and EM equities in addition to the US market

Global Quality Investing is a publication of my research to find high-quality companies worldwide. This newsletter will take you around the world to find the highest quality compounders with a bias towards smaller companies.

Original, independent, financial analysis. New posts every Friday at 8:00AM EST.

"Get your facts first, then you can distort them as you please." - Mark Twain

The biggest stories among financial exchanges

Pivotal is a newsletter about data, investing, and startups. It has three underlying themes: the data explosion, markets in everything, and software eating the world.

Financial sector insights from a former hedge fund manager with 25+ years experience analysing and investing in financial stocks.

Thoughts & Ideas on investing with a focus on global small, micro and nano caps and special situations.