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Quick re-intro and a favor to ask…

  • My newsletter (value don’t lie) covers all-cap special situations. They are quick and easy write ups highlighting the business, why it’s interesting, and valuation (a sort of Steinhardt approach).

  • My background (personal) spans accounting, investing, PE, and SMB ownership. A pretty unique blend when it comes to investing.

  • Favor for readers — What do you like/dislike as it is today? What do you want to see more of?

Thanks for reading and helping me make things better!

Mar 29
at
2:48 PM
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