Why?

Financial markets are changing and challenging.

Let’s be imaginative, honest, and figure it out together.

What?

• Weekend thought piece covering global investment ideas, themes and economic trends.

• Monthly global quantitative ranking database of 3,000 stocks along with what I think looks interesting (the Global Factor Model). Access to current and past Factor Model data.

• Monthly chart pack with charts covering sentiment, positioning interesting ideas and earnings.

• Monthly data review of hedge fund equity positions. Access to current and past data.

• Quarterly data review of Private Equity and VC transactions with access to current and past data.

• Access to the YWR Library of 3rd party research presentations referenced in the posts.

• Access to YWR earnings models on featured stocks.

• YWR Portfolios. Stocks where I am currently invested along with forward valuations.

• Access to past posts.

• Access to Erik to discuss ideas through the Substack chat.

How?

Come to YWR for non-consensus investment ideas backed by data and and earnings analysis.

It’s nice to read interesting investment views, but it’s even better to share the underlying source data with earnings models and databases (Global Factor Model, Data & Models & YWR Library)

YWR aims to be a key resource for your investing process.

I look forward to meeting you.