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The Financial Pen

Frameworks & Philosophy

Equity Research

Industry Analysis

Mispriced Well-Construction Economics

An asset-light well-construction micro-cap positioned where value may accrue as the DUC buffer disappears.

Jun 8 • The Financial Pen

The Honest Witness

On What Can Only Be Learned Through Another Person

May 27 • The Financial Pen

Industrial Rebuild: Betting on Scarce Aerospace and Defence Capacity

Three unloved franchises I’m accumulating while markets still discount the strategic value embedded in their backlogs

May 23 • The Financial Pen

Most Popular

The Difference Between a Story and an Insight

May 10 • The Financial Pen

A 4x EV/EBITDA Way Into the New Silk Road

Apr 21 • The Financial Pen

Industrial Rebuild: Betting on Scarce Aerospace and Defence Capacity

May 23 • The Financial Pen

Oil Sands: The Most Important Industry You’ve Never Studied

Sep 9, 2025 • The Financial Pen, Strategist, and Architect

Rules Matter More Than Insight

Jan 11 • The Financial Pen

Energy Barons of the Basin

Oct 29, 2025 • The Financial Pen

The Difference Between a Story and an Insight

The Insight Series: How investors mistake coherent narratives for genuine representational shifts

May 10 • The Financial Pen

A 4x EV/EBITDA Way Into the New Silk Road

A deep dive into how one overlooked international listing offers clean exposure to Central Asia’s logistics and digital build-out.

Apr 21 • The Financial Pen

Seeing What Others Miss: An Investor’s Guide to Insight

An introduction to building the kind of insight that improves the odds your research shows up in returns.

Apr 13 • The Financial Pen

The Next Inkwell: Insight Series

What’s coming next and the work I’ll be building here

Apr 5 • The Financial Pen

Adani Ports (NSE: ADANIPORTS): The Hormuz Edition

From toll booth to relief valve: Mundra as a premier hedge against Middle East disruption

Mar 30 • The Financial Pen

Judgment as Edge

The skill that turns insight into outcomes

Mar 24 • The Financial Pen

Paradox Interactive: Investing in the Mental Gym Economy

An owner-operated cash generator trading below historical norms, with insider buying, a potential up-listing, and underappreciated exposure to AI-era…

Mar 16 • The Financial Pen

The Financial Pen

The Financial Pen

I capture flashes of market insight before they fade and share them here. Each month, I aim to publish two in-depth company or industry analyses, alongside a couple of pieces on the principles and frameworks that guide long-term investing

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