Institutional-grade research, at retail prices.

Your newsletter which covers the French small, mid and large caps by a British private investor living in France. Long term investor who does a forensic of every company owned or studied.

A study of extraordinary banking and bankers.

Musings of a boring long term Value Investor

Compounding with Mr Market and a Margin of Safety

Politics, finance, programming, and everything in between

Analyzing great businesses and exploring timeless investing concepts.

Investing in unloved, overlooked or under-followed European companies

Insights on banking, credit, and financial technology from an investor's perspective.

Wintergems is an independent investment blog focused on industry-level deep dives. I look for overlooked opportunities in complex sectors—whether it’s the the technical moats of 3D CAD software, global supply chains of aerospace defense.

International equity write-ups