Mispriced Assets

This publication is about Navigating the Financial Markets Profitably Using Fundamental and Technical Analysis

Independent equity research and insights on special situations and undervalued businesses.

Independent, value-oriented research — I write about stocks across China and global markets.

Weekly markets notes with setups from my watchlist will be published here.

Engineering-Driven Investment Analysis **Opinions are authors own, do not reflect past/present/future employers, are based on publicly available information, and are #NotFinancialAdvice.**

I research nano and micro-cap value stocks. Margin of safety over everything. Anything off the beaten path.

Trading Education. Just $49 a month. All Sales are Final. No Refunds.

I write about attractive opportunities in the market and occasionally other things. Follow along with my restaurant-focused investing field trips here. Not investing advice.

WHAT ARE WE DOING? (WAWD) is the Substack newsletter where Wall Street outsiders Danny Moses, Vincent Daniel, and Porter Collins, famously portrayed in "The Big Short," pull back the curtain on markets, investing and more!

Special situations, distressed securities, bankruptcy, litigation, and other quirky investments

Institutional-grade research on megatrends, value chains and world-class companies, helping you own equities you truly understand.

Research, think pieces, and trading ideas across global financial markets.