Explorations of how to live, the limits of knowledge, our relationship with technology, and finding meaning in a confusing and noisy world. New pieces when they're ready.
Citrini Research provides insight on thematic equity investing, global macro trading with cross-asset, lateral thinking. My promise: you’ll never have to ask “what’s the trade?”.
Energy, finance, and the economy at-large | Doomberg readers are better informed and smartly entertained | Enter your email address below to receive free previews | Bonus access to 5 of our top articles is included in the Welcome email!
Long-term investment research with 100% transparency (prior disclosure of all portfolio changes). TSOH is written by Alex Morris, a former buyside equities analyst and CFA Charterholder.
A collaboration between Open Square Capital, an asset management firm with a thematic investment approach, and HFI Research, a market leading energy research service.
Practical, jargon-free description of what is going on in international affairs and financial markets that ties directly to my asset allocation, with full transparency into my wins and losses.
Follow me on my investing journey. Expect a handful of deep dives and a few updates per year on businesses I am invested in. I seek out (1) growing, (2) competitively advantaged businesses (3) run by uniquely capable leadership
An ex-activist investor who writes about corporate governance, the power & friction of incentives, strategy, interpersonal board dynamics, activist fights, and other random topics.
