I am an equity analyst, and believe successful investing is a marathon (not a sprint) and a never ending learning exercise.
I share some of my ideas and look forward to learning from other fellow investors!
Investor insights on the most successful serial acquirers in the world. Understand and appreciate the strategies, business models and leadership traits these companies use to generate market-beating returns.
Value Punks provides insightful deep dives on global equities, driven by rigorous bottom-up research. The authors have 15+ years of experience working at leading asset managers across a diverse range of mandates (Japan, developing Asia, Latam, NA).