Due Diligence

Using data and research to understand what really makes a difference

Long-term investing analysis in the automotive sector with a focus on EVs and new technology

Energy, economics, and climate. True problems and solutions are often found in the murky gray areas where most people don’t want to go.

Exploring the long-term prospects of the businesses behind stocks.

A lateral-thinking approach to energy, finance, and geopolitics | Subscribe below for free previews of new articles | Click through to our About page for pricing and FAQ.

A generalist exploring the building blocks of investing, technology, psychology and society. I aim to write evergreen content to spark your curiosity and understanding big ideas that can transcend across different fields.

Hedge fund writing about markets, history, psychology, stocks and anything else we’re interested in at the time

Essays about the stock market, finance, and human behaviour.

Exposing Corporate Misconduct

Curated financial news, analysis and commentary with an emphasis on distressed investing, restructuring and bankruptcy.