I’m a buyside research analyst with over 10 years of experience, primarily in deep value investing (background includes GS / HIG Capital, CFA Charterholder). I focus the majority of my research efforts on opportunities within the following investment themes (my approach is discussed in further detail here):

  1. Unconventional Oil (read Part 1 here, Part 2 here, and Part 3 here)
  2. Couch Commerce
  3. Ten Billion Humans
  4. Global Warming
  5. Internet of Things
  6. Mobility
  7. Cord Shaving / TV (read Part 1 here and Part 2 here)

Within each theme, I tend to focus on ideas that are off Wall Street due to information asymmetry. While friends on the buyside may pass along ideas, all the analysis presented here is mine.

My ideas are sent out via email approximately a week prior to posting them to this site – recipients include hedge fund PMs, analysts, family office principals, investment advisors and more. If you’d like to get on this exclusive buyside email list, send me an email and let me know who you are and who you work with. You can reach me at:

analyst @ this domain

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