Screen
Start with quality signals, downside risk, and obvious disqualifiers.
Markets • Themes • Discipline
A restored-style homepage built around predictable blocks: who we are, what we focus on, and how to follow our research.
Farside Investors is presented as a compact investing front page: it explains focus areas, a research workflow, and a small set of recurring sections.
This structure is useful for restoring a domain’s homepage because it’s stable and expandable: you can add internal pages without changing the top-level navigation.
Start with quality signals, downside risk, and obvious disqualifiers.
Build a thesis: business model, competitive position, and unit economics.
Position sizing based on conviction and risk, not narratives.
Re-check assumptions and catalysts as new information arrives.
A short memo format for monthly observations and positioning.
A one-page summary: thesis, risks, and key questions (placeholder).
A thematic overview with supporting datapoints and references.
Primary sources and foundational material (placeholder).
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