About

Hi, I'm Joe.

This is my personal blog/newsletter. I write mostly about 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 best case studies are overlooked, obscure, or underreported. I like to write about those ones.

You can find a list of cases at the bottom of this page.

About Me

I manage accounts 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 thinly traded securities.

You can read more about my background in this post.