Welcome

Thanks for visiting my blog. I am a former hedge fund manager, now active as a private investor and research consultant. You can read more about me here.

Some of my popular posts include:

  • Rory Sutherland. A write-up of a lecture that Rory gave to launch his latest book, Alchemy: The Surprising Power of Ideas That Don’t Make Sense.
  • Bank Valuation. Everything I learned at the coal face about how to value bank equity. This post is quite specialist.