INVESTMENT NOTES
Investment research grounded in filings and primary sources
Essays on investor decisions and market structure grounded in 13F filings, books, and interviews
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The 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
Investing in global market leadersApplies one factor discipline across markets while incorporating currency, disclosure, liquidity, and concentration into selection and allocation