About

Joe's Notes is a newsletter focused on business 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.

About Joe Raymond

I manage advisory and brokerage accounts at Caldwell Sutter Capital. CSC is an investment advisor and broker dealer based in Sausalito, CA. We are long-term fundamental investors focused on overlooked and thinly traded securities.