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Where the crowd isn't

Investing in the businesses nobody wants yet, before the crowd decides it does.

I write about cheap, hated businesses that still bring in cash, and I share how our thinking changes and why, right calls and wrong ones both. New here? Start with Read first, then the latest weekly dispatch or the reports library.

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DISPATCHIssue #1 UNCROWDED INVESTING

Issue #1: Where the crowd isn't

23 Oct

Why unloved sectors can be worth a look, using tankers as the example.

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Shorter thoughts, between pieces

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Uncrowded Investing@UncrowdedInvest ยท 28 Oct

Replying to @JavierBlas and @Vortexa, on oil in transit hitting a record

Longer routes and ship-to-ship transfers are the bit I'm watching. More days at sea, same barrels, fewer free tankers.

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