About me
I’ve spent the better part of a decade living in NYC given my passion for finance, public equity investing, and of course, great food. I started my career and spent almost four years in investment banking covering auto OEMs and suppliers, and now work in middle market private equity as a generalist investor, which includes coverage of various auto services. My professional experience covering autos, combined with my experience investing in and closely following Tesla since 2015, has given me unique insights into the industry and disruption taking place.
Twitter has been a great place to share my thoughts but its format has limitations. I started this substack to expand my coverage, improve the quality of my research, and write more consistently. You can also reach me at forwardcap21@gmail.com.
About Auto Insights
Investment analysis on electric vehicles and new technology in the auto sector. Each post will fall into one of two categories: industry & equity write ups or a weekly news analysis. It’s 100% free.
Why the auto industry is important for investors
Autos is one of the largest industries globally and is undergoing extreme disruption that will transform the entire value chain. I believe the industry is widely misunderstood and offers significant opportunity for investors, both on the long and short side. I elaborate on this in my intro post.
Recommendations
Here’s what people have to say about my writing, which will be on substack rather than Twitter going forward.
