Staying Rational

My personal Substack

Internal tech industry emails that surface in public records.🔍

Exploring the long-term prospects of the businesses behind stocks.

Your newsletter which covers the French small, mid and large caps by a British private investor living in France.

In search of value in the market's forgotten corners.

An investor's perspective of what’s happening in European companies and markets

Detailed write-ups and updates on 70+ public companies that have high returns on incremental capital & long runway for reinvestment, i.e. "Good Businesses"

Financial sector insights from a former hedge fund manager with 25+ years experience analysing and investing in the industry.