Contact

Get in touch.

We welcome conversations with management teams, investor-relations officers and fellow shareholders.

Good to know

Before you write

Companies and investor relationsWe are glad to arrange calls, attend presentations and receive company materials. Please tell us which company and what you would like to discuss.
Fellow shareholdersWe are open to discussing governance and capital allocation at companies we hold or have written about.
CorrectionsIf you believe something in our research is factually wrong, please write with the source. We will review it and correct the record where needed.
Outside capitalWe do not accept money from third parties and cannot act on offers of outside money or requests for personal investment advice.

Location

We work remotely and meet by appointment.