About Me
(Barely) a Gen Z smooth brained ape here, just trying to help fellow smooth brained apes attain right-curve outcomes in the market with solid left-curve processes.
This publication is a running journal of my thoughts and framework for making money in the markets. Most of them will be on interesting companies worth watching for your shortlist, maybe some multi-asset commentaries if I get up to speed on them in the future.
In the day, I am an ape in a suit, residing in the banana-land that is Asia, hunting for the elusive fruit “Alpha” for the sake of La Familia. My day job utilises a long-term, long-only lens with a focus on commodity/materials related equities.
Community
I'm always seeking out people smarter than me to dive deep into other sectors/companies, and am always interested in hearing your views (whether in agreement or disagreement) so feel free to leave a comment or slide in my DMs for a chat! I’ve exchanged some fantastic ideas with fellow ape-nalysts from around the world so would love to keep that going and the jungle expanding!
One last thing … if a smooth brained ape sounds like you, smash that banana button and subscribe with your email. Oh, and good bananas are meant to be shared so do spread the word with your friends! :D
