Value Situations

Financials Unshackled is a free independent newsletter from SeaPoint Insights covering key developments and specific themes & topics in the Banking & Specialty Finance domain - mostly UK & Ireland focused but with a broader global remit too

Full-time trader for 8yrs now. Currently, in uranium, oil, and coal. Sharing my research and thoughts about trades I'm in or considering.

Fundamental research focused on overlooked companies and special situations.