Citrini Research provides insights on thematic equity investing and global macro trading—with cross-asset, lateral thinking. Our promise: you’ll never have to ask “what’s the trade?”
A blog about investing, a place to share investment ideas, and a platform to discuss the connections between investing and the things I find interesting.
High-conviction global equity analysis. Combining deep fundamental research with specific event-driven catalysts to identify asymmetric risk-reward opportunities. Quality of ideas over quantity. Expect infrequent posts!
