Actionable bottom-up long/short Insights on equities

Equity Bottom-Up

Thematic (Sector/Industry)

United States

United Kingdom

Greggs plc retails sandwiches, savories, and other bakery-related products. The Company focuses on takeaway food and catering.

Kura Sushi USA, Inc. operates as a restaurant. The Company prepares various types of seafood products such as sweet shrimp, octopus, squid, salmon, tuna, snow crab, conch, toro, and other related dishes. Kura Sushi USA serves customers worldwide.

Consumer Staples

Consumer Discretionary

Concise Notes to Myself about Companies I Own

Notes To Self

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.

Notes To Self
Concise Notes to Myself about Companies I Own
• Notes To Self

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