Introduction (you can skip this ..)

Hi! I’ve been toying with the idea of writing up some stuff on Substack for years but I always felt my ramblings wouldn’t add too much value to the public discourse. The thing is: I am not that good an investor and I am lazy.

Nothing has changed in that regard but publicly jotting down your thoughts supposedly makes you a better investor, being accountable and open for criticism and all. Also, I’m getting older and sometimes when I look at my portfolio I wonder why I bought some crap in the first place. Maybe I can look that up here in the future.

For me, Clark Street Value epitomizes the perfect investing blog.¹ Why? His pitches are brief, quantitative and original. But most importantly, there’s no bullshit. No ‘weekend thoughts’, no twenty page write-ups full of AI-generated fluff, no macro comments and especially no meta-articles about monetizing your investing Substack account (which at this point I see more often than actual stock pitches). If he doesn’t have actionable content he doesn’t post anything.

Unfortunately I have lots of thoughts about lots of subjects and, as my significant other can attest, I usually cannot keep my controversial opinions to myself. So here is the deal I made with myself. Please indulge me with this first post. From now on, if I post something (a big if - I’m not planning to churn out content regularly) I’ll try to make it a stock pitch or a case study. If I feel the urge to sprinkle in some other stuff you don’t care about I’ll try to do so at the bottom or in a footnote.

1. Honorable mention: Alpha Vulture, if only he posted more! Recently I have also enjoyed BiotechBonanza and UnlearningCFA’s Blog, to name a few smaller ones.