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The Fundamental
Analyst

by Lucas Pulliza

a maniac on a mission to provide clarity

to Main Street & insight to Wall Street

Students >> see "Curating" for resources/advice on consulting, private equity, and hedge funds. "Listening" for transcripts, notes, and insights from podcasts / conferences. And "Reading" for, you guessed it, things I read :) never hesitate to reach out at my contact info below if I can be of more help in your journey! (or a help for the vey first time!!).

Clients >> see "Advising" or click the poker button down below.

Everyone else >> I presume we share a mutual curiosity in stocks and/or the megatrends reshaping capital markets (and, thus, stocks). So read on or jump ahead to "Investing" (My Portfolio + L/S Equity Ideas) or "Writing" (My qualitative qualms too long for twitter).

I think about the Megatrends Reshaping Capital Markets in 3 [not MECE] buckets:

(1) Financial Infrastructure Shifts:

Public & Private Converging
Insurance as a Capital Engine
Private Credit Boom

(2) Technology/ Democratization:

AI's Promises & Perils
Retail Investor
Stable Coins

(3) Macro & Policy:

American Exceptionalism
Dollar DeDebasement
De-Globalization

Check back soon

Once posts are published, you’ll see them here.

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