Full Research Reports

Below is some of my detailed investment research, and if it's on this page, it's likely been in my portfolio at some point in time or is in my portfolio currently.

Kindly note that most of the research you'll see here is a product of balancing what I would like my reporting quality to be vs. what it practically ends up being at any given point in time. This makes sense as I can collect more feedback and iterate faster. However, for those who will join me earlier on or those looking at older work, expect the age of the report to be inversely proportional to the quality of the experience of reading the report.

I ask you to be patient with my writing style and how well my ideas are disseminated to you. At the end of the day, if you read the report and it doesn't make sense to you, the reasons that are important to me are either that I'm wrong or that I didn't explain well enough. The former should be expected many times. The latter is something that I hope to improve over time, but should also very much be expected.