Why subscribe?
We have analysed >1000 stocks globally and believe the US stock market is saturated and overvalued. This Substack focuses on compelling investment opportunities abroad: undervalued foreign stocks that I am personally invested in or track closely, and only the high-conviction ideas are published for subscribers.
With 6+ years of private equity and 5+ years of public equities experience, I have built a 6-digit personal portfolio that has consistently generated over 20% return per year since its inception, and continues to do so regardless of the economic tide or prevailing political turmoil. I believe in sharing my insights derived from this experience in real time.
What you'll get:
Differentiated Investment Ideas: You'll receive thoroughly researched, actionable investment ideas on undercovered international stocks.
Transparent and Accountable: I only cover stocks I'm either invested in or closely tracking, providing you with a transparent view of my investment universe and ongoing performance.
Exclusive Insights: I'll share insights gained from my due diligence process, including, when possible, details from direct engagement with industry experts as well as equity research houses.
Real-World Perspective: My analysis is grounded in practical investment experience, not just theoretical models. You'll benefit from a perspective shaped by real capital allocation decisions.
Beyond the Obvious: I delve deep into global markets, leveraging my network and research capabilities to uncover opportunities that often fly under the radar of most investors.
Join a community of like-minded investors focused on uncovering the best international stock opportunities.
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