Wall Street Musings
Business insights and financial analysis beyond traditional Wall Street research
Our Mission
Musings delivers the kind of business, finance, and investing insights that Wall Street research isn't structured to provide. Our goal is to share the mental models and investment tools our founder honed inside a bulge-bracket firm but could never fully express there.
Our Approach
We see an opportunity to narrowly focus our work on long term investing. We believe long term wealth creation is driven by "compounding" and "concentration". This runs counter to Wall Street incentives which drive a "trading" and "diversification" mentality.