About

TODO: Two paragraphs of background. Current role, prior roles, education, the sectors and market caps you actually know. Facts only. Delete this box and write plain paragraphs in its place.

What this is

This is a dated public archive of my independent equity research. Each piece states a thesis, says what I believe that consensus does not, and lists the specific observable events that would prove me wrong. Nothing is edited after it is published. If I change my mind or get a fact wrong, that goes in the dated update log at the foot of the piece.

The site is a flat set of static files in a public Git repository. Every post carries a commit with a timestamp, which is the point: the dates here are checkable by someone who does not trust me.

I keep this record for my own discipline. It is public for transparency, not for an audience. It is not a newsletter, not a service, and not a business, and there is nothing here to subscribe to.

Process

TODO: Three to five sentences on how you actually work. Where ideas come from, what you read first, what you build, what makes you pass on something. Specific enough that it could not describe anyone else.

Whatever the process, three things are fixed. Every piece has a falsification section and it is never empty. Every piece discloses the position, including when there is no position. Every piece that turns out to be wrong gets marked Wrong and stays up.

Why wrong calls stay up

An archive that only contains the calls that worked tells you nothing about the person who wrote it. Selection makes any record look good. The useful question about an analyst is not whether they have been wrong, it is whether they noticed, how fast, and what they did next. That is only answerable if the wrong ones are still here with their original text intact.

Contact

hello@cslresearch.com