Summary
Notes To Self is a space for me to write… notes to myself… about companies I own in a concise manner. These will not be blow-by-blows; I will only document what I find insightful. The format will be brief, and assume prior knowledge of the company if someone happens to read it. No deep dives, just commentary from a shareholder’s perspective.
Areas of Expertise
Primary Asset Class:
Equities
Geography:
Global
Countries:
(generalist)
Sectors:
(generalist)
Content Verticals:
Equity Bottom-Up