βHere's the key to understanding risk: it's largely a matter of opinion.β - H.M.
*Likely affected by hindsight bias.
Who are you?
I'm an aspiring value investor working to achieve market-beating returns through simple, asymmetric ideas. I prefer to remain anonymous. If you want me to manage your money or if you want to share your investment ideas, please reach out via the email below.
When and why did you start this website?
I started this website in September of 2024 with the hope of attracting attention to my current and future investment ideas as I typically analyze small, illiquid stocks that get little coverage. Any thesis that wasn't explicitly written down before buying is marked with an asterisk. I had to reconstruct quite a few because I often carry the thesis in my head as I'm starting a position and write it down later.