Something's Off

Deep dive equity research, so you can spot the evidence before the market does.

On a quest to beat the S&P 500 with only European stocks. Independent research on European equities, tech sovereignty, and macro trends -- published every week.

Deal flow analysis and market trends for independent buyers, search fund operators, and anyone seriously considering buying or selling a company.

Turning over rocks in stock land! Mostly a Net Net guy, but Interested in anything weird, obscure or deep value!

Uncovering overlooked growth stocks for the patient investor | High quality analysis of the hidden market-beating companies

Monthly, data-driven insights on U.S. equities and macro trends — clear, concise, and actionable.

I follow the money so you don't have to: weekly breakdowns of insider buying, sector rotation, and what it means for your portfolio.