Your central hub for investment inspiration, company due diligence, interviews, bespoke equity research and much more.
Currently I'm focused on commodities, battery metals, life sciences, biotech, energy, uranium, emerging markets and frontier markets. The ideas discussed on my blog will often be picks & shovels plays on certain themes in order to minimize downside risk while still having high upside potential. However, this blog does not exclusively cover picks & shovel plays. 

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