About Joe's Notes
Joe's Notes is a newsletter focused on business and investment case studies.
I believe the best way to improve as an investor is:
- Studying cases and
- Analyzing and investing in current opportunities
Some interesting case studies are overlooked, obscure, or underreported. I like to write about those ones.
About Joe Raymond
I am a Portfolio Manager at Caldwell Sutter Capital. We are an investment advisor and broker-dealer based in Sausalito, CA.
We are long-term fundamental value investors focused on overlooked and thinly traded stocks.
Disclaimer
This content is for informational and entertainment purposes only. Nothing herein constitutes financial, investment, legal, or tax advice, nor should it be construed as a recommendation to buy, sell, or hold any securities or assets. The information provided is based on publicly available data and personal opinions, which may not be complete, accurate, or up to date. Any investment decisions you make should be based on your own research and consultation with a qualified financial professional. The author(s) and publisher assume no responsibility or liability for any actions taken based on the content provided.