Stock Thoughts

WHAT ARE WE DOING? (WAWD) is the Substack newsletter where Wall Street outsiders Danny Moses, Vincent Daniel, and Porter Collins, famously portrayed in "The Big Short," pull back the curtain on markets, investing and more!

I research nano and micro-cap value stocks. Margin of safety over everything. Anything off the beaten path.

As a former hedge fund analyst at Citadel, Point 72 spinout, and Tiger Cub, I'll be dissecting my new investment ideas.