INVESTMENT NOTES
Investment research grounded in filings and primary sources
Essays on investor decisions and market structure grounded in 13F filings, books, and interviews
Direction of MoneyReading the market through an investor's eyesExplains how a few long-run winners create most market wealth and how value, growth, momentum, and quality can frame a search for future leaders
Direction of MoneyThe craft and philosophy of finding market leadersDesigns a reproducible process for reading market, sector, and stock strength and ranking candidates with percentile-based multi-factor scores
Direction of MoneyInvesting in global market leadersApplies one factor discipline across markets while incorporating currency, disclosure, liquidity, and concentration into selection and allocation