Membership · Application

A short application. About four minutes.

I read every application. I am looking for people who judge an idea by its reasoning, not last week’s price, and who can write about their own investing without performance. There are no wrong answers, only honest ones.

Questions · 0 / 5 answered

Your name

Name one position you hold or are watching, and the thesis in two or three sentences.

A single US-listed name — one you own or are watching. The thesis is what I am reading for.

How long do you plan to invest alongside the desk?

In your worst drawdown, what did you mostly do?

In one line, why?

Optional.

The desk often opens and closes a position within a few weeks to a few months. Is that the kind of involvement you want?

How did you find us?

Were you referred by a member or someone you trust? If so, who?

A name, and an email if you have it. Optional.

Reviewed Mondays · Decision within a week