The Diversified Fins Analyst

Deconstructing financial markets by looking at data, infrastructure & technology.

Equity Analyst with quality bias | Deploying a simple strategy that has delivered 4-5% alpha over decades | Deep research, stock ideas, updates and more. Join me in building a portfolio for cosmic generations!

Independent equity research, focusing on high conviction long-term trade ideas and other compelling opportunities.

Themes in business and financial market structure

Original and independent financial analysis.

Money and stuff.

Business insights you can actually understand. Trusted by the world’s best CFOs, GTM experts, and tech investors.

Financial sector insights from a former hedge fund manager with 25+ years experience analysing and investing in the industry.