Recommended by Todd Wenning
Alex has a knack for finding what makes companies special. He regularly finds a compelling "hook" about a business that I hadn't considered before. He's a fine writer and a thoughtful investor whose work I admire.
Nat has such a unique way of looking at businesses and investing, is a crystal-clear writer, is an independent thinker, and is a genuinely nice and thoughtful person. I value his opinion immensely.