Knudsen Equity Research

This is a notebook of equity research and trade ideas — written first for my own thinking, and shared in case it is useful to anyone else reading along. Every position starts as a question: what is this business worth, what has the market misjudged, and what would have to be true for the trade to work.

No newsletters, no noise. Just the work, posted as it comes.

Writing

Nothing on this site is investment advice, a solicitation, or a recommendation to buy or sell any security. These are personal opinions written for informational and educational purposes only, may be wrong, and may change without notice. The author may hold positions in the securities discussed. Do your own research and consult a licensed financial professional before making any investment decision.