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My Investment Philosophy: Curiosity, Quality, and the Long Game

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Investment Case

Wiring the future: how Nexans is cashing in on the electrification boom

If you’ve ever wondered what keeps the world’s lights on, factories humming and data centers running, the answer is often hidden in plain sight: cables.

Jun 23 •

Asymmetric Edge

and

Daniel's Deep Dive

The infrastructure monopoly trading at 8x earnings

There is a remarkable opportunity sitting quietly in South America's energy infrastructure sector.

Jun 21 •

Asymmetric Edge

The coal stock that defies the odds

A contrarian take on a sector that many investors are overlooking

Jun 13 •

Asymmetric Edge

The hidden Belgian company behind every sports replay you have ever watched

How this company controls global sports broadcasting

Jun 6 •

Asymmetric Edge

One tiny operator is quietly beating the oil majors

The triple crown: 30% upside, 8.7% dividend yield and 15% insider ownership from a small-cap oil company flying under the radar

May 29 •

Asymmetric Edge

How this pharmaceutical giant could deliver 20%+ Returns

I just added this stock to my portfolio this week – and I think you should pay attention.

May 24 •

Asymmetric Edge

Vopak: A Contrarian's Bet on Global Trade and Energy Storage

If you're seeking a high-quality infrastructure play with exposure to the global energy transition, Vopak might be the perfect fit.

May 15 •

Asymmetric Edge

Why This Biotech Outlier Could Be the Next Big Value Play

This company stands out as a global leader in antibody innovation, with a proven track record of scientific breakthroughs, successful product launches…

May 8 •

Asymmetric Edge

Research

China's tech revolution: from copycat to contender

Remember when "Made in China" meant cheap knockoffs?

May 26 •

Asymmetric Edge

How Cybersecurity Became the World’s Fastest-Moving $220B Industry

In today’s hyper-connected world, cybersecurity has become a critical part of keeping businesses and economies running smoothly.

May 21 •

Asymmetric Edge

Oil & Gas: Digging Deeper Than the Headlines

A Comprehensive Look at the Upstream Market: Size, Trends, and Future Outlook

Apr 29 •

Asymmetric Edge

Gold Rush 2.0: The Best Is Yet To Come

Why the Bull Run is Just Getting Started

Apr 10 •

Asymmetric Edge

Resurgence of Oil & Gas - the $26 Trillion Investment Opportunity

Why Oil & Gas Remains Indispensable

Apr 2 •

Asymmetric Edge

Fossils vs. renewables in the global energy mix

Progress of the energy transition

Mar 27 •

Asymmetric Edge

Education

How I make money while waiting for my favorite stocks to get cheaper

A smart way to turn waiting into earning

Jun 18 •

Asymmetric Edge

Why EVA is essential metric for value investors

As value investors, we’re constantly searching for that edge – the key insight that unlocks hidden potential in undervalued companies.

May 19 •

Asymmetric Edge

Why I Don’t Use Those Valuation Multiples (and You Shouldn’t Either)

How those popular ratios could leave you astray

May 12 •

Asymmetric Edge

The Power of Dividend Reinvesting

Grow Your Wealth on Autopilot

May 5 •

Asymmetric Edge

The Most Common Investing Mistakes (And How Not to Be “That Guy”)

Investing has never been easier for individual investors.

Apr 25 •

Asymmetric Edge

How To Become a Valuation Ninja

Evaluate and value businesses with confidence.

Apr 17 •

Asymmetric Edge

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