Aquitaine Equity Research
Deep fundamental research on asymmetric equity opportunities. Portfolio up 140% vs. 52% for the S&P 500 as of December 2025. Authored by Luke Emerson, a former buy-side analyst and CFA charterholder.
Deep fundamental research on asymmetric equity opportunities. Portfolio up 140% vs. 52% for the S&P 500 as of December 2025. Authored by Luke Emerson, a former buy-side analyst and CFA charterholder.