Recommended by Nancy
I capture flashes of market insight before they fade and share them here. Each month, I aim to publish two in-depth company or industry analyses, alongside a couple of pieces on the principles and frameworks that guide long-term investing
Recommending The Financial Pen. Clean models, plain English, and real community support. If you want substance, subscribe.
I publish value investing ideas, full valuations, and post-mortems — including when I’m wrong. No signals, no hype. Just documented thinking and a public track record.
A value investing newsletter grounded in valuation principles, as intrinsic value, cash flows, and risk-adjusted returns. First-principles thinking over stories. Best read slowly.
Economist (PhD). I model macro-econ/financial phenomena into human behavior dynamics. Mapping the structural mechanics of relationships so you don't have to
She doesn’t write macro as prediction. She writes it as behavior under constraint. That matters more than most people think in markets that are already crowded with forecasts but short on understanding why those forecasts fail.
