Independent equity research · Semis · AI infrastructure · Energy · Commodities

Reading markets, writing it down.

Coverage notes with a published rating, a target and the test that would prove them wrong — then graded in public when the print lands. Through-cycle valuation is the lens. The writing and the calculators are free.

2023 CFA Institute Research Challenge · Americas winner

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Rating and target come from the latest published note on each name, so this table cannot contradict the research. Prices are live; not investment advice — disclaimer.

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