I’m back from my (extended) break. I’ll be making a few changes to the site over the coming weeks, mostly directed to making it easier to find old articles by putting them in a sensible order. I also want to change the architecture of the site to better reflect the work that I do in my fund, so that working on Greenbackd is useful work for my fund, and vice versa. I’m in the middle of setting up a new office, so the posting schedule may be interrupted a little while I wait my connection to the Internet. I’ve got some great new ideas, which I look forward to rolling out over the next few weeks.
Finally, I’m now based in Los Angeles (in Santa Monica). I like meeting people similarly interested in deep value, quant and activism, so if you’re in town and want to say hello, drop me a line. I’ve got a pile of email to get through, so don’t think I’ve ignored you if I don’t respond immediately. You can reach me at greenbackd [at] gmail [dot] com.
Greenbackd 