Franco Chomnalez
280 posts
Franco Chomnalez
@FrancoChomnalez
Entrepreneur, researcher, public equity investor & writer. Founder @sophonresearch Also building in stealth a venture in creative economy
- Burford Capital $BUR has to be one of the most competitively advantaged companies that I’ve ever seen. Incredible business
- $CSU.TO earnings are out…looks very strong. The narrative that vertical management software is dying seems unfounded
- I commend the patience that @alexbossert had when he reviewed my interns’ unreviewed $SKYH model riddled with errors no less than 3 times. He is a great support and I look forward to working with him on some names in sub-$1Bn market cap
- Investing in stocks is a great analogy for broader decision making, and more broadly speaking a metaphor for how to live a good life
- My finance career blossomed when I finally sat down and taught myself accounting in depth, for real. So many hedge fund analysts out there, esp those coming out of unstructured training programs, don’t actually do this. And it’s a big, easily attainable differentiator for skill
- There is good energy in the air in Palo Alto this morning ! I feel it !!
- Too many people only reading self-actualization best sellers. Literature is a slowly dying art …stop reading gay books like "Atomic Habits" and start reading real art. I just read Casino Royale from Ian Fleming. what an absolute banger of a book. reading all the Bond books now. you learn way more through a story. retardmaxx it and read books you actually enjoy.
- As a child, my parents prevented me from playing contact sports & instead forced me to take piano lessons & do Kumon math. At the time I resented them for this - but today I’m immensely grateful. All my success in life can be attributed 2 the mental conditioning I got from both
- The best finance substack right now hands down @yummyCenturyEgg
- @yummyCenturyEgg straight up is writing the best equity research today imho. At first I wanted to work with the guy…now I feel blessed just knowing him
- After you exit an investment do a post-mortem of what went right and what went wrong, and how they line up with what you predicted / modeled / anticipated. Before you enter do a pre-mortem of all the ways the investment can go wrong.
