Refcell Capital

Beating the SPY and QQQ on the side as an engineer. I share lots of investment ideas and tools. If you are busy with life and work like me, but would like to achieve reasonable returns, this is the place to be. Join today!

Writing contrarian perspectives on mostly Chinese equities and macro so that it starts paying my bills

Sell-side research focusing on investing into Tech, SaaS and small-cap markets.

My personal Substack

Cabrinha Notes is a rolling investment list with floor prices. The goal is to have a list of equities that should always be bought at a certain price.