Hi there! As some of you may know, I previously published content on SeekingAlpha and on my website where I wrote on healthcare, tech, and consumer.
For those who are not familiar with me, I’m a former Wall Street analyst writing about what the street is saying and about my own investment views. My goal is to provide a window into how institutional investors are thinking about stocks.
First, all of my content will now be found here on substack going forward. I’ve gone ahead and backfilled a few of my prior posts on substack, but you can find the complete archive on my old website.
Second, after reflecting, I’ve also decided to do a bit of a pivot in terms of content. As of now, here’s what I’m planning to write about:
Updates on what the street is saying (investors, sellside analysts) . These will be shorter, but more frequent posts.
My own views on stocks (both deep dives and some shorter version of my updated thoughts)
In terms of coverage, I’m going to focus mostly on tech and consumer. I will occasionally write about healthcare as well, but not often. These three sectors also happen to be the sectors with the most opportunities for alpha, according to some studies.
I will continue to write balanced articles that weigh the upside and the risk associated with each investment. I believe the best approach is to constantly look for where you might be wrong, and to be as intellectually honest as possible. This will be detailed further in a future post that outlines my investment philosophy.
Thanks for joining and feel free to send me feedback if you have any.