Contrarian investor. 3+ years in VC, built a real estate portfolio across EU for a RE fund manager, I do my own tax structuring. I’ve managed institutional assets, analysed early-stage deals, and set up SPVs overseas. I don’t trade headlines - I map macro, geopolitics, and incentives, then build positioning that compounds and protects downside.
The Contrarian Briefing is my filter: first-principles analysis, unpopular takes that age well, and plug-and-play tools you can actually use. If you think in years, not days, you’ll feel at home here.
