Why subscribe?

I aim to highlight investment ideas on both the long and short sides that you would not otherwise come across. I aim to find an edge in undervalued ideas through deep, bottom-up fundamental research.

After the initial write-up, I will post updated thoughts, providing updates on my valuation and outlook on the company. Occasionally, I’ll have conversations with management teams and attend industry conferences. I will highlight any takeaways from these.

The market is efficient most of the time; I’ll help you find where the market offers mispricing.

Twitter/X: @OSA_Rochester