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Independent equity research analyst and sector strategist in the basic materials universe. Areas of coverage include commodity and specialty chemicals, paper and packaging, lumber and wood products, agriculture and fertilizers. Providing a combination of breadth and depth, I develop timely and actionable investment ideas across a broad universe of stocks, supported by detailed fundamental financial analysis. My background includes 10 years of published sell-side equity research and 4 years of independent research and sector strategy.
Description: Independent / boutique research firm analyst.
Interests: Commodities, Stocks - long, Stocks - short
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