Value Investing in High Quality Micro Cap and Small Cap Companies Around the World

About

I am an independent equity research analyst with prior buyside experience for several hedge funds. My goal is to provide transparency to undercovered micro cap and small cap gems. Unlike most value investors, I complement the bottom up research process with a top down assessment of macro risks that may affect real equity returns. 

01 Where to Look and Avoid
Top Down Credit Cycle Model for Macro Risk Awareness 
 
02 Deep Analysis
Perform Rigorous Bottom Up Analysis: Margin of Safety and Variant Perception
03 Objective
Compound Real Returns in the Long Run
 
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Recent Research

The content of this investment blog is intended to be used for informational purposes only. Under no circumstances does the information presented on the following blog endorse or recommend any investments discussed. Nothing provided on the blog constitutes a solicitation of the purchase or sale of any security. The responsibility to conduct due diligence on any security discussed in this investment blog resides with the reader.

Amsterdam, Netherlands

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