I’m Bryan. I’m an investment analyst, and Stock Thoughts is my working notebook on public equities and how I use AI in research.
I follow a handful of industries closely and write up the things that actually move my thinking: a filing, a press release, a book, the occasional first-pass look at a company. The point isn’t a 20-page deep dive every week. It’s to surface what matters, when it matters, from someone who reads this stuff all day.
What you’ll find here:
What I’ve Been Reading: regular roundups of the news and filings worth your time
First-pass looks at individual companies (Tidewater, Starlink’s economics, the alts insurers)
Conversations with people building interesting things in investing (TickerTrends, Richard Toad, The Bear Cave)
Notes on using AI in the research process by a practitioner
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Work with me
The newsletter is the main thing. Alongside it I take on a handful of one-off projects for fundamental equity funds:
Talent: helping lean teams find analyst and research hires.
AI in research: helping a team build AI into how they actually work.
Ad hoc research projects: field work a desk can’t easily do itself, like factory and site tours, channel checks, conference and event coverage, etc.
Want to talk stocks, chat about any of these, or just say hi? Reach me here: https://docs.google.com/forms/d/e/1FAIpQLSdnxfFl5DFGxIhP3rUpzET5CLVXpg8MSwpeGznPYawFz3kapA/viewform?usp=header
Also feel free to reach out directly on Twitter (@stockthoughts81) or by email (stockthoughts81@gmail.com).
