AlmostMongolian

Writing about small cap value stocks until I find a job or this Substack pays the bills.

Turning over the Rocks, writing some notes along the way >> to find discounted stocks of (potential) quality companies, or absurd-cheap stocks with high-dividend yields

I collect all the interesting analysis I find in hedge funds reports and newsletters.

A diary recording my ventures into the overlooked corners of the investment world.

Investing in global stocks from all kinds of sectors with a focus on commodities, cyclicals and value.

31% CAGR since 2019 § Follow along as I learn how to navigate the markets.

Trade ideas in the Natural Resource Sector, using technical and fundamental analysis.