+ Not a scheduled publication. Sent when there is a specific, well-reasoned case to make — a mispricing, a narrative the market has wrong, or an implied expectation that doesn't survive contact with the filings.
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+ Fundamental analysis. SEC filings. No macro noise.
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// thesis
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A specific position on a specific company. Long or short. With a reason.
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// filings-first
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10-K, 10-Q, earnings. The numbers, not the press release.
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// no schedule. no spam. unsubscribe anytime.
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// subscribed. you'll hear from me when something is worth writing about.