ThePeachPit looks at the world not for what we want it to be, but for what it is. Economic data can be drastically generalized and being able to sparse it out through individual firms' data allows us to connect the dots. This free newsletter brings the broader viewpoint of what's going on in the world and narrows it down into a digestible and actionable investment ideas. The goal of ThePeachPit is to help readers make more informed investment decisions without having to have a finance/accounting background.
What you'll get with each publication:
I was trained as a research-oriented value investor. Long ideas require a certain amount of discipline for me to consider them as investable ideas. Short ideas require even more scrutiny as holding a short position involves unlimited downside risk. How I approach every investment idea:
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