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Become a paid Edge subscriber to unlock premium insights that give you the information you need to accelerate your stock analysis. Reduce hours digging through company and industry filings, the analysis is here and so are all the links to cross-check for yourself.


What Premium Subscribers Unlock

1) Premium Content Library

Get full access to data-backed industry reports and company analysis.

Every piece is an extension of my personal research, driving >2x the S&P 500’s returns.

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2) Portfolio Insights

Know exactly what’s in my portfolio and when it changes.

Like a Hedge Fund writing quarterly letters to their investors, I’ll be writing about my performance and positions. However, I’ll do it monthly with full transparency on every position.

More than 90% of my personal net worth is invested in the stocks I write about. That’s money I can’t afford to lose. I can’t promise results, but I can promise that our incentives are aligned.

Here you get transparency on my portfolio positions and live updates:

  • Transaction Alerts (Warning: I’m a long-term investor. I don’t trade positions)

  • Portfolio: Holding names, weightings and cost basis on a monthly basis

  • Commentary: Portfolio company’s I’m bullish on at a given time


Who’s Edge For?

Long-term focused value investors.

If you believe in data-driven analysis and see the value of spending time in temporarily unloved industries, then this might be for you.

Paid members include executives from covered industries and hedge fund managers:


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