Welcome to the Blog
Before I started Stone Street Advisors, I used to write fairly frequently about a wide range of topics, from public policy (income inequality, tax), to high level single-company analysis. When I started the company, I decided if I was going to "give work away for free," I was only going to publish high-quality work, and focus on single-name research, putting aside broader interests, which I felt at the time, would distract me from focusing on our mission, and could alienate c
