Why subscribe?

You will receive deep dives about businesses that I find interesting. I cover long term compounders and shorter term workouts. I want to find ideas that are off the beaten path or are currently unloved for what I believe are not fundamental reasons. You may also receive other forms of investment learnings and updates about businesses I have written about.

What is White Loch Capital Management?

White Loch Capital Management is a fictitious fund based in Scotland. The fund serves as a vehicle for the author to express and clarify his thoughts as well as sharing his learnings on investing publicly. Moreover, the fund will help keep the author accountable and will employ inconsistency bias to help the author stay true to his investment philosophy. Investors must be on guard for getting caught up in the excitement and folly of current market trends. So often investors experience style drift or begin to lower their standards, the hope is that writing will keep the author honest to his investment principles.