I am going to write about public market investing ideas.
All asset classes welcome, but it will likely be predominantly equities.
I will try to be concise and stick to factual analysis to get to the truth.
Discussion focusing on the investment case are highly welcome.
The frequency of posts will depend on how many ideas I find interesting / whether I have time to post. I accept no obligation to update historical posts with new information. I reserve the right to deal in discussed ideas without notification. Do your own work.
• Chartered Financial Analyst (CFA)
• 6 years of experience in investment banking and sovereign wealth fund corporate finance functions in the post-Soviet space
• Currently MBA student at the University of Chicago Booth School of Business