On Seeking Alpha, I write to explore under-the-radar investment theses across emerging and frontier markets, from overlooked balance sheets to high-conviction equity ideas. My approach blends bottom-up research with macro context, always seeking asymmetric risk-reward in misunderstood or underappreciated geographies and companies. I have no strict sector focus, but I’m consistently drawn to stories that are under-covered or misunderstood. I’m particularly attracted to commodity-producing companies, from oil ...