Mr Market Miscalculates

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

Value Punks provides insightful deep dives on international equities, driven by rigorous bottom-up research.

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.

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

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

Value Situations in Public Equities

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

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.

The biggest stories among financial exchanges

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