About

Hi, I'm Joe.

Welcome to my personal blog – where I share thoughts on anything I find interesting. Most of my posts relate to little-known business history and investment case studies.

I believe the best way to improve as an investor is to 1) study cases and 2) analyze and invest in current opportunities.

Some of the most interesting case studies are overlooked, obscure or underreported. I like to write about those ones.

You can find an alphabetical list of companies I've written about at the bottom of this page.

About Me

I am a Portfolio Manager at Caldwell Sutter Capital. CSC is an investment advisor and broker-dealer based in Sausalito, California. We are long-term fundamental investors focused on overlooked and inactively traded securities.

You can read more about my background in this post.