Ideas

Ideas we’ve published.

Each idea is one research note, finished: months of work on a single mispricing, a view beyond consensus, and a conclusion — act, watch, or walk away — with any position held in accounts we manage disclosed on page one.

• Every idea ever published stays listed here — no exceptions, no performance columns, no scoreboard. The archive is complete or it’s worthless.
• Fresh ideas appear as redacted rows — number, date, shape — until their reveal date, when the name and public thesis take their place.