My first write-up is now available for download!
Grab your copies of the report and its accompanying model by clicking the "Download" buttons below.
Starting in exactly one month, I'll be sharing bi-weekly four-page write-ups like this one on Thursdays. Do not expect lengthy wiki-style documents. My focus will be on delivering concise, differentiated views that sophisticated PMs and retail investors can digest quickly before initiating their own research process.
P.S. This isn't a short-term earnings trade but rather a long-term investment thesis.
Great work!