Twitter is great for finding people who know more and quickly exchange ideas. However, the short Twitter format sometimes makes it difficult to write in a nuanced way. Therefore, as a complement to my Twitter account, I’m starting a substack where I’ll occasionally post writeups on stocks I find interesting or own.
I won’t commit to posting every week or even every month. Rather, I will only post when I think I have something worthwhile to write about (opportunistic posting). Therefore, the posting frequency will be erratic and I expect it to range from anywhere between twice per month to once per quarter.
Anything I write will be based on my subjective interpretation. It will likely often be sprinkled with at least some of my own misconceptions and/or logical missteps, so please read critically and always feel free to correct me. I really do welcome any feedback. I particularly welcome feedback that arrives before I find myself down 50% and stuck in some illiquid foreign company with a position I can’t exit.