A collection of buy-side–style investment memos on individual public companies, focused on business fundamentals, valuation and risk/reward.
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I’m currently focused on public equities in technology and consumer markets, expanding coverage over time.
Brands and platforms serving everyday consumers — apparel, footwear, retail and lifestyle.
Software, cloud infrastructure, data and analytics platforms, digital media and telecom services.
Integrated energy companies, utilities and businesses exposed to the energy transition
