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• The Financial Pen

  I capture flashes of market insight before they fade and share them here. Each month, I aim to publish two in-depth company or industry analyses, alongside a couple of pieces on the principles and frameworks that guide long-term investing

  10 posts · theirs

Lately

• A More Defensible Way Through the AI Buildout

  The Financial Pen · 2026-08-18

• Rethinking Federal Contractors After AI

  The Financial Pen · 2026-07-29

• From Chickenjoy to Capital Allocation

  The Financial Pen · 2026-07-15

• Variant Perception: The Mechanics of Expectation Gaps

  The Financial Pen · 2026-07-08

• A Tale of Two Drone Microcaps

  The Financial Pen · 2026-06-28

• The Insight That Carried Disney

  The Financial Pen · 2026-06-15

• Mispriced Well-Construction Economics

  The Financial Pen · 2026-06-08

• The Honest Witness

  The Financial Pen · 2026-05-27

• Industrial Rebuild: Betting on Scarce Aerospace and Defence Capacity

  The Financial Pen · 2026-05-23

• The Difference Between a Story and an Insight

  The Financial Pen · 2026-05-10

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